Important sand supply update in the Lower 48’s largest frac sand market. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …
Read More »“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Read-through to the D&C market from a leading player in both rigs and frac crews today… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …
Read More »South Texas Sandemonium Continues…
Today an update on a tough situation for pumpers and E&Ps in the South Texas market… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …
Read More »Update On Permian Sand Scramble – Situation Better But Still Not Normal
Field checks on seasonal sand struggles… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …
Read More »Scrambling For Permian Sand
Field checks show seasonal struggles with… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day]
Data driven context for rig outlook… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Texas Frac Sand Mines Dealing With More Operations Hindrances This Week
Field checks show 1Q completions operations hit by another challenge this week in Texas. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …
Read More »More Sand, More Barrels [Chart Of The Day]
Data driven context for sand and oil correlation. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us …
Read More »Halliburton Seems More Bullish On Rigs Than Frac Vs. 2024 Consensus Expectations
HAL kicks off earnings season today and we highlight points with value to the broader drilling and completions market here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you …
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Infill Thinking Lifting the O&G knowledge curve