A data driven look at why proppant is the best indicator of oil production known to the shale industry… 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 …
Read More »22% Market Share In 2022? [Simulfrac Series]
How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… 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 …
Read More »Meet The E&Ps [Simulfrac Series]
Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …
Read More »Texas Sand Prices Still Under Pressure Despite Impressive Volume Gains [Chart Of The Day]
Permian and Eagle Ford frac sand mines continue to be busy (and getting busier), with 2021 completions activity closing in on the peak for the year. But… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »What’s Left In The Tank For E&P Capex In 2H21?
The oilfield service addressable market is defined by E&P capex budgets. Get data-driven insights on what that means for the rest of 2021 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 …
Read More »Listening To The Customers – Cliff Notes On Nearly 20 E&Ps That Talked About D&C Programs Last Week
E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
Read More »Eagle Ford Local Mines Getting Busier [Chart Of The Day]
A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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 »This Week’s Pressure Pumper Outlook Roundup
This week’s pumping commentary analysis 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 our …
Read More »Permian Sand Mines Heating Up, Figuratively Speaking [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »The Most Important Things E&Ps Said Last Week…
E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
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