Tag Archives: lower 48

We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …

Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached? In …

One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days. We understand – the subject matter is indeed depressing. Recent newsletters haven’t been easy for us to ship, for we know that our writings reflect the pain …

With fewer greenfield projects actively under construction now than at any time in the past three years, we believe that nameplate capacity activations at large-scale fixed local frac sand plants are mostly in the rear-view mirror now. Here’s a data-driven assessment of local sand mine activity in the Lower 48, …

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… 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. …

We first learned that Wood Mackenzie had conducted an independent study on the performance of local sand downhole in a tweet from Robert Clarke, the firm’s Lower 48 upstream research director who some of you may have met at our recent member meetup in Fort Worth. Respecting Robert and Wood …

What matters most to Infill Thinking readers is what Schlumberger is doing in the US onshore market and what their view of Lower 48 OFS market conditions is at this juncture. So that’s the focus of the following five points, which we believe are the most important things Schlumberger said …

After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… 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 …

Today we’re checking in on a Permian prediction made here three months ago. 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 …

Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update…  To read this update and …