Frac efficiency has stagnated over the past several quarters…. 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 …
Read More »Quarter In Review: Infill Thinking’s Top 10 1Q22 Updates
By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …
Read More »Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls (Sand, Water, Trucking)
Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge this week… 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 »Sand “Rationing” In South Texas As Eagle Ford Proppant Market Swings Into Undersupply
South Texas frac sand market has taken a turn for the worse if you are buying sand… 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 …
Read More »2022 Public E&P Capex Budget Patterns & Predictions [Chart Of The Day]
2022 budget 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 current subscription …
Read More »A Patriotic Oil Production Blitz Would Require Some Brown Sand And / Or NWS Capacity Reactivation
“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 …
Read More »On The Right Side Of History – Elon Musk Calls For Shale Growth!
The Sea Change Is Happening Lightning Fast On Friday afternoon we wrote about the beginning of a great sea change in sentiment towards oil and gas – a sea change that will challenge the capital discipline theme in a way that no oil price, no matter how high, ever could. …
Read More »Every Grain Counts Now – Insandity Continues, Especially In The Permian
We continue to hear some mindblowing market anecdotes in frac sand. Here are some fresh off our research desk this week… 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 …
Read More »Sand Is So Tight It’s Now Influencing These 6 Pressure Pumping Market Trends
Tight sand is becoming a major factor in the pressure pumping market. Here are 6 ways this is playing out: 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 …
Read More »Shale Well Cost Inflation Is Starting To Outpace Operator Expectations
What E&Ps are telling their investors is changing – the changes so far are subtle, but they are firm evidence that cost inflation has been underappreciated. 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 …
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Infill Thinking Lifting the O&G knowledge curve