Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far this year. 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. …
Read More »Rigs & Frac Crews Operator-By-Operator As The Year Winds Down
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 »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P market. 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 …
Read More »The Latest D&C Fleets Operator-By-Operator
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 email us to discuss our current subscription …
Read More »Rigs & Frac Crews Operator-By-Operator – 2Q23
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 email us to discuss our current subscription …
Read More »ProFrac’s New Competitive Moat In The Haynesville Is Working
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 …
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Infill Thinking Lifting the O&G knowledge curve