After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …
Read More »DSL Listing By 2022? Hope For The Best, Prepare For The Worst
This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …
Read More »SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps [Simulfrac Series]
Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… There’s a lot more to this story… Login to …
Read More »Putting E&P Spending Seasonality On Steroids? [Simulfrac Series]
The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …
Read More »Exxon’s Latest Thinking On Permian Basin Development
Exxon held their annual analyst day in early-March and released a 75-slide IR deck for the event. After wading through the first twenty slides on “new energy” (hydrogen, carbon capture, solar, wind, climate change etc.), we did find some slides that shed new light on the oil major’s plans for …
Read More »Topical And Timely Frac Sand Disclosures By E&Ps & Pumpers [Listening To The Customer]
A bunch of buyers are talking sand. Here’s what they are saying… 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 …
Read More »Answering Three Shale Macro Questions With Machine Learning [Guest Post]
Wondering what shale spending is going to do in 2021? Our guest posts put their machines to work to find 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 …
Read More »No More “Million Barrel Per Day Dream” For A Permian Super Major
What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. There’s a lot more to this story… Login to see the full update… To …
Read More »Buyer Behavior Cliff Notes As Diamondback Consolidates The Northern Midland Basin
On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… There’s a lot more to this story… Login to see the full …
Read More »Last Mile Logistics As A Category [Friday Guest Post]
Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… 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 …
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