In several posts this week (on frac crews and rigs), we’ve highlighted the natural gas upstream industry’s apathy to a substantial natural gas price move since 2Q21. How long will this go on? Our channel checks and public E&P commentary suggest… There’s a lot more to this story… Login to …
Read More »All Eyes On Haynesville & Appalachia Frac Fleet Count As Gas Prices Surge [Chart Of The Day]
Spot HHUB nat gas prices are north of $4. In fact, the whole natural gas curve has moved up pretty substantially since the start of 2Q21. The key question now is… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Oxy’s D&C Trends In Focus [Operator Spotlight]
Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …
Read More »All Eyes On Halliburton’s Pricing Commentary – Digesting Big Red’s Frac Market Commentary & Outlook
Halliburton’s conference call this week outlined… 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 »In Other News… Eagle Ford Mine Reopens, Drop & Hook, Wet Sand, Hot Sand, E-Trucks, & More…
In addition to the in-depth updates published so far during this week in the frac research life, these 7 quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Limiting Factors For “In-Field” Mines – The Needful Boxes Aren’t Always Easy (Or Possible) To Check [Site Visit Addendum]
As an addendum to this week’s deep dive mobile-mini report from our site visit to see several in-field frac sand plants in person last week, we wanted to break out and highlight the limiting factors we see to this sand mining approach. There are some big insurmountable ones in our …
Read More »Chevron’s D&C Trends In Focus [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Infill Thinking’s Top Fifteen 2Q21 Updates
With 2Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The activity recovery continued, 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 »Constraints & Limiting Factors In Simulfrac Adoption [Simulfrac Series]
Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …
Read More »A Study In Discipline [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
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