Boiling down everything that’s crossed our desk this week to just the following 12 items of import wasn’t easy. After the typical summer lull in news flow, it feels like folks are getting back to work in the oilfield business. School is about to start, folks are returning from summer …
Read More »The Customer Is Always Right… [Survey Results From The E&P Community]
Some savvy Infill Thinking members requested that we provide our Summer Survey results limited to only include E&P operator responses. It’s a good idea, and one that triggered our own intellectual curiosity. So we crunched the numbers and in the charts below, you will see……. There’s a lot more to …
Read More »Survey Results Are In! Here’s What Members Had To Say…
We recently surveyed the Infill Thinking membership on the outlook for 2H19 and 2020. Our 20 survey questions addressed big picture upstream themes, frac sand, and completions trends. We’d like to extend a big thank you to the many participants who weighed in from across the upstream value chain – …
Read More »3 Interesting Wrinkles In Halliburton’s US Onshore Outlook
3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. 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 »A Flurry Of E-Frac Datapoints To Start The Week
It was a busy Monday for e-frac news, as a flurry of datapoints advancing the narrative in this new trend caught our eye. And it’s possible that buried in this flurry of news is… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Schlumberger’s New CEO Talks Frac Iron Technology Step Change And The US Onshore Outlook
What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …
Read More »One Step Forward, One Step Back For Electric Frac
We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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 »The Electric Frac Fleet Is Doubling From 2018 To 2020 [Chart Of The Day]
A data-driven look at trends in electric frac fleet deployments. 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 …
Read More »Haynesville Sand Market Update As Jerry Jones Ups His Stake To Over A Billion In The Play
During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant market and supply chain conditions in this basin. There’s a lot more to this story… Login to see the full …
Read More »When Water & Sand Don’t Mix – A New MidCon “Permitatorium” To Monitor
We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …
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