Infill Thinking’s parent company, Lium Research, will introduce Lium Shale Data by video to 300+ attendees at the Petroleum Connection’s Frac Sand Conference in San Antonio today. Turn your volume up and check it out… CLICK HERE TO WATCH THE VIDEO> If you don’t have Lium yet, the video shares what …
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 »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 »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 …
Read More »Tracking The Most Active Shale Well Completer’s D&C Program [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 »Tracking Pioneer Natural Resources’ D&C Program In The Permian [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 »Follow The Fleets – What Operators Are Saying About Frac Spreads In May 2021
In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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 …
Read More »The ‘Real McCoy’ In Frac Sand Demand Models [Charts Of The Day]
Over the past week, we’ve been sharing a series of data-driven reports on Permian frac sand volume trends. First, this chart of the day showed Permian proppant consumption returning to peak. The peak Permian sand piece prompted good questions about how sand can return to prior highs in an environment …
Read More »Frac Sand’s Separation From Traditional Drivers Introduces Forecasting Risks [Charts Of The Day]
Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022. That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew …
Read More »The 2021 Public E&P Spending Situation [Charts Of The Day]
Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. There’s a lot more to this story… Login to …
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