Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… There’s a lot more to this story… Login to see the full update… …
Read More »2021 Public E&P Spending Indications Arrived Early This Year [Chart Of The Day]
We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal 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. If you are new …
Read More »Analyzing The Nat Gas E&P Wallet – Spending Trends And Projections [Chart Of The Day]
Historical and projected spending trends in natural gas basins… 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 …
Read More »Flat As A Pancake… [Chart Of The Day]
A wellness check this week on on the key economic engines of the oilfield industry reveals some interesting trends… 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 »Marcellus Drilling & Completion Trend Spotlight [Appalachian Chartbook]
There’s been a lot of focus on the Lower 48 natural gas plays as a source of relatively strong oilfield service demand in the oil crisis. This week, we took a data-driven look at a variety of activity metrics in the play – a “wellness check” if you will… There’s …
Read More »There Is A Bright Spot In The Gloomy Lower 48 Oilpatch [Chart Of The Day + Macro Thesis Highlights]
“Give me some good news for a change,” you say? Our pleasure! Here is a chart you cannot miss because it’s all anyone’s going to be talking about as tight oil gets shut in. There’s a lot more to this story… Login to see the full update… To read this …
Read More »A Brief History Of The Flaring Dialog Between E&P CEOs & Investors
In a separate update earlier this week, we quantified a new kind of flaring intensity index. Today we explore the qualitative side of this trend, distilling over 1,000 executive/investor conversations about flaring over the past decade and a half into this 5-minute-read summary. There’s a lot more to this story… …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Checking In On Sierra Frac Sand In The Haynesville
We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. 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 »Haynesville Shale Market Thoughts
Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of this regional market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls and …
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Infill Thinking Lifting the O&G knowledge curve