Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… FCI’s Next Chapter, A Small Dryer Fire, C-Level People On Move? BIG Reg Risk In The Permian Story, Last Mile Datapoints, & more…
Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… In Like A Lion Out Like A Lamb, People On The Move, STX Premiums, Risky Business, New Plant Progress Pics, & More…
Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… Hot Takes On OFS Pricing, Activity Datapoints, Load Bonuses?, Oil Drops, Frac Crew Count…
Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… +1 New Local Sand Mine, Waynesville Frac Supply Chain Updates, Frac Pricing Datapoint, Oil Falls, & More…
Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… Deal Rumblings, Failed Auction On Bankrupt Mine, Utah Energy Summit Takeaways, Permian Power, Frac Pricing Anecdote, & more…
Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… Frac Sand Lawsuit, Trucking Liability Ruling, DOT Blitz NPT, & More…
Several quick hits of note if you work in the L48 oilfield… 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 »In Other News… OFS Bankruptcy, LWP Debate, Bakken Optimization, No Permian Peak?, & More…
Several quick hits of note if you work in the L48 oilfield… 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 »Notes From The Road In Permian Part I [Quick Hits & Photos]
Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …
Read More »Notes From The Road In Eagle Ford [Quick Hits & Photos]
Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …
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Infill Thinking Lifting the O&G knowledge curve