A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more …
Read More »Rig Contractor Sours On Nat Gas Activity. Sees Releases & Pricing Pressure Ahead As More Gas Rigs Seek Shelter In Permian
We take a look at the latest datapoints in the gas crash’s impact on oilfield activity… 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, …
Read More »Consensus Now Anticipates Nat Gas Activity Softening In 2023… So The Debate Has Rapidly Shifted To OFS Pricing
4Q earnings seasons always drag on forever, but last week was the exciting part for oilfield observers. 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 …
Read More »Rigs & Frac Crews Operator-By-Operator For 2023 As Public Gas Drilling Appetite Begins To Taper
What’s new in the nat gas crash? Who’s working 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 …
Read More »Public Gas Rig Count Data Remains Stubbornly (Misleadingly?) Resilient
What’s new in the nat gas crash? 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 …
Read More »Shale Earnings – Key Takeaways From Several Calls This Week As Gas Weakness Becomes The Key Theme & E&Ps Start To Hint At OFS Deflation
4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …
Read More »Oilfield Earnings – We Are Almost To The Exciting Part… Some Things To Listen For This Week…
4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 …
Read More »Private E&Ps Hit The Brakes On Gas Drilling [Charts Of The Day]
The tip of the spear in shale gas drilling is (Private E&Ps drilling) is clearly pointing lower now. 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 …
Read More »Things We Heard About Shale Gas Activity Softening On Earnings Calls This Week…
Widely relied upon public data is causing a false sense of security about the resilience of shale gas activity. 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 …
Read More »The State Of Sand In The Haynesville Shale – Demand, Pricing, & Supply Updates
We are planning a Haynesville completions supply chain field trip. Ahead of that, we provide an update on market conditions and new mines in the basin in this report. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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