Tag Archives: completions

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 …

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 …

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 …

“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 …

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. …

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 …

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 …

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 …

We look forward to meeting up with industry friends Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. 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 …

Here are some things we picked out of the Patterson-UTI earnings call 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 are new to Infill Thinking, or your …