strategy Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 30 Jan 2024 16:36:35 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png strategy Archives - Infill Thinking https://www.infillthinking.com 32 32 Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield https://www.infillthinking.com/thinking-ahead/infill-thinking-2024-predictions-for-the-u-s-onshore-oilfield/ https://www.infillthinking.com/thinking-ahead/infill-thinking-2024-predictions-for-the-u-s-onshore-oilfield/#respond Tue, 30 Jan 2024 16:36:35 +0000 https://www.infillthinking.com/?p=33737 Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update…  To read this update …

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Happy New Year 2024!

Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball.

Here are 10 predictions on what’s coming next in the oilfield marketplace…

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 options at hello@infillthinking.com(Current members login here.)

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For OCTG, Expect A Soft 2H23 [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/for-octg-expect-a-soft-2h23-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/for-octg-expect-a-soft-2h23-friday-guest-post/#respond Fri, 30 Jun 2023 12:32:13 +0000 https://www.infillthinking.com/?p=33257 OCTG outook… 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 options at hello@infillthinking.com. (Current members login here.) Members get: Exclusive …

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OCTG outook…

There’s a lot more to this story…

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The Dallas Fracin’ Cowboys https://www.infillthinking.com/thinking-ahead/the-dallas-fracin-cowboys/ https://www.infillthinking.com/thinking-ahead/the-dallas-fracin-cowboys/#respond Wed, 18 Jan 2023 22:10:11 +0000 https://www.infillthinking.com/?p=32858 A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 …

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A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal.

There’s a lot more to this story…

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2023 Shale Predictions https://www.infillthinking.com/thinking-ahead/2023-shale-predictions/ https://www.infillthinking.com/thinking-ahead/2023-shale-predictions/#respond Tue, 17 Jan 2023 17:53:30 +0000 https://www.infillthinking.com/?p=32792 Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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Happy New Year!

Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year.

Here are 10 predictions on what’s coming next in the oilfield marketplace…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023? https://www.infillthinking.com/thinking-ahead/profrac-spent-740mm-buying-out-frac-sand-mine-over-past-6-months-will-the-spree-continue/ https://www.infillthinking.com/thinking-ahead/profrac-spent-740mm-buying-out-frac-sand-mine-over-past-6-months-will-the-spree-continue/#respond Tue, 03 Jan 2023 18:40:23 +0000 https://www.infillthinking.com/?p=32803 Our most read research update in 2022 (here’s a link to the top updates list) was titled “Who Else Is ProFrac Buying?”. Since that was written back in October, ProFrac announced three more acquisitions (two in sand – Monarch, Performance Proppants – and one in frac – Rev). Will ProFrac continue their frac sand mine …

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Our most read research update in 2022 (here’s a link to the top updates list) was titled “Who Else Is ProFrac Buying?”.

Since that was written back in October, ProFrac announced three more acquisitions (two in sand – Monarch, Performance Proppants – and one in frac – Rev).

Will ProFrac continue their frac sand mine acquisition spree? Here is some context for and musings on what might be 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 member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Pressure Pumpers Step Up Rebundling Pressure https://www.infillthinking.com/quick-thoughts/pressure-pumpers-step-up-rebundling-pressure/ https://www.infillthinking.com/quick-thoughts/pressure-pumpers-step-up-rebundling-pressure/#respond Tue, 27 Sep 2022 15:43:23 +0000 https://www.infillthinking.com/?p=32531 We talk through some of the latest bidding strategy we are hearing about from industry checks… 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, …

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We talk through some of the latest bidding strategy we are hearing about from industry checks…

There’s a lot more to this story…

Login to see the full update… 

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Members get:

  • Exclusive research update newsletters
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A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market https://www.infillthinking.com/infill-thoughts/a-more-effective-rebundling-catalyst-than-pressure-pumper-marketing/ https://www.infillthinking.com/infill-thoughts/a-more-effective-rebundling-catalyst-than-pressure-pumper-marketing/#respond Tue, 22 Mar 2022 16:12:22 +0000 https://www.infillthinking.com/?p=31686 Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right 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 Infill Thinking, or your membership has expired, …

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Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now…

 

There’s a lot more to this story…

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Pipe Shortages Are Slowing Shale Down In 2022 [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/pipe-shortages-are-slowing-shale-down-in-2022-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/pipe-shortages-are-slowing-shale-down-in-2022-friday-guest-post/#respond Fri, 18 Mar 2022 13:27:20 +0000 https://www.infillthinking.com/?p=31946 Access to OCTG has become a critical concern in today’s oilfield. When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see five key OCTG market questions answered by the leading independent market researcher in this oilfield category… There’s a lot more to this story… Login to …

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Access to OCTG has become a critical concern in today’s oilfield. When OCTG issues or concerns come up, we know just who to call to get answers…

In this update, see five key OCTG market questions answered by the leading independent market researcher in this oilfield category…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
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Shaky Ground: Railroad Commission Takes Much-Needed Stand On Oil Field Earthquakes [Guest Post] https://www.infillthinking.com/infill-thoughts/shaky-ground-railroad-commission-takes-much-needed-stand-on-oil-field-earthquakes-guest-post/ https://www.infillthinking.com/infill-thoughts/shaky-ground-railroad-commission-takes-much-needed-stand-on-oil-field-earthquakes-guest-post/#respond Tue, 04 Jan 2022 21:50:47 +0000 https://www.infillthinking.com/?p=31728 Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners. 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 …

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Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners.

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
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10 Frac Supply Chain Predictions For 1H2022 https://www.infillthinking.com/infill-thoughts/10-frac-supply-chain-predictions-for-2022/ https://www.infillthinking.com/infill-thoughts/10-frac-supply-chain-predictions-for-2022/#respond Mon, 03 Jan 2022 17:46:17 +0000 https://www.infillthinking.com/?p=31715 Happy New Year! Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror. Here’s some thoughts on what’s coming next in the oilfield market place… 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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Happy New Year!

Oil prices firmed up over the holiday break, putting the 4Q21 flash crash scare firmly in the rearview mirror.

Here’s some thoughts on what’s coming next in the oilfield market place…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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