Over the past couple of years, the focus on various buzzwords / topics has ebbed and flowed in E&P land. In this update, we take a data driven look at the trends in where E&Ps have focused, breaking down the intensity of conversation on 22 key themes for 2022. There’s …
Read More »Pipe Problems: Here’s The Latest On Casing Constraints / Pricing From The OCTG Expert [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield and an operator said in our recent industry survey that they “might actually drop rigs due to casing shortage.” When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see …
Read More »Early Voting: Our First Impressions On Key 2022 Trends As The Survey Results Pile Up
As more results flood in from our 2022 survey, we are starting to see some key trends… 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 »Looking Back Before We Look Ahead
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …
Read More »2022 US Oilfield Outlook Survey – Upcycle Maturation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »“Permianflation” & Fleet Tracking Part Two
Following up on two recent pieces of high value research with more datapotins further to the trends. 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 »All Eyes On Shale Well Cost Inflationary Trends
One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. 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 »Quick Thoughts On Three Deals Of Note – One Each In Water, Frac, & E&P
Context is key and we’ve got some for the big deals announced 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 …
Read More »Pressure Pumping Pricing Premonition – The Pendulum Is FINALLY Swinging Back To The Pumpers
For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not …
Read More »From Bad To Worse For Eagle Ford Sand Buyers…
Things went from bad to worse for buyers in the Eagle Ford sand market this week… here’s the latest. 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 …
Read More »