Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …
Read More »What They Are Saying About Oilfield Water [Produced & Fresh H2O Datapoint Roundup]
This earnings season, we’ve listened carefully as E&P operators and midstream/service firms talk about water on investor calls. We are gearing up for the Oilfield Water Markets 2021 Conference this May 12-13 in DFW. We encourage any Infill Thinkers interested in water to join us there… This conference is the …
Read More »ESG Fleet Chatter From The Public Company Realm As Pressure Pumping Stratification Gains Steam
To accompany this chart of the day update, which quantifies the frac fleet by power type across the US basins, we have rounded up additional datapoints… 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 …
Read More »Next Gen Electrification Spills Over From Drilling Into Frac
We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. There’s …
Read More »The E&P Emissions Conversation Heats Up… Oilfield Opportunity To Pounce On? [Chart Of The Day]
And the big buzzword in E&P this earning season is….??? There’s several, 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 must be a member. If you are new to Infill Thinking, or your membership …
Read More »ESG Rigs – A Chat With The CEO Behind The World’s First Hybrid Rig
After writing about so called “ESG land drilling rigs” several times in recent rig count updates, we had a chance to catch up with a pioneer at the cutting edge of the ESG rig technological push this week. Here’s what we learned… There’s a lot more to this story… Login …
Read More »Bankruptcy In July Won’t Stop A Pumper From Rolling Out A New Frac Fleet By December…
Some things never change, and the persistent propensity to overbuild in the frac industry at large will outlive this Chapter 11 era. Twice last 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 …
Read More »The US Oilfield Is Losing Focus On Pre-Existing Conditions. And It Can’t Afford To. [Charts Of The Day]
Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …
Read More »Wet Sand Direct To Blender Might Be Music To Our Fracing Ears [Guest Post]
In addition to the personnel exposure benefit, the elimination of the drying process has a very real impact on energy consumption and the resulting emissions. Converting an annual operation that pumps 360,000 tons of sand dried by natural gas to a wet sand operation would reduce CO2 emissions by at …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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