Who’s working what where? 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 expired, please email us to discuss our current …
Read More »How Much Oil Price Pain Will E&Ps Endure Before They Cut Crews & Rigs?
Company by company sensitivity to oil price analysis plus some big picture thoughts… 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 »Sleeping Giant – A Frac Primer On The Haynesville
As we explain below, we estimate that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume would each need to… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Public E&P Well Data Analysis 1Q25 [Operator Handbook Series Part 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarize operator-by-operator 2025 campaign details in three parts. This is the final installment in the series and focuses on well data disclosed by the E&Ps for 2025 programs including costs, lat length, design, and productivity as …
Read More »Public E&P Production Data Analysis 1Q25 [Operator Handbook Series Part 2 / 3]
Who’s working what where? 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 expired, please email us to discuss our current …
Read More »1Q25 Rig & Crew Count Guidance From The E&Ps [Operator Handbook Series Part 1 / 3]
Who’s working what where? 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 expired, please email us to discuss our current …
Read More »Haynesville Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… Not a data client of ours yet? Check out this video to learn more about our enhanced subscriptions… There’s a lot more to this story… Login to see the full update… To …
Read More »“Area 51” Has Opened – Following Up With Haynesville Damp Sand Pioneer On Expansion
This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year… There’s a lot more to this story… Login to see the full update… To …
Read More »Your 4Q24 Public Shale Operator D&C Campaign Handbook
Who’s working what where? 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 expired, please email us to discuss our current …
Read More »Northeastern Shale E&P IPO – Key Points To Know About Infinity Natural Resources
Things to know about a soon-to-be-public northeastern E&P operator… 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 expired, please email …
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