thinking-ahead Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 24 May 2022 13:39:36 +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 thinking-ahead Archives - Infill Thinking https://www.infillthinking.com 32 32 10 Frac Supply Chain Trends To Watch As 2Q21 Begins https://www.infillthinking.com/thinking-ahead/10-frac-supply-chain-trends-to-watch-as-2q21-begins/ https://www.infillthinking.com/thinking-ahead/10-frac-supply-chain-trends-to-watch-as-2q21-begins/#respond Tue, 30 Mar 2021 03:50:11 +0000 https://www.infillthinking.com/?p=30667 1Q21 was a whirlwind in the frac supply chain. We relived it here. Now it’s time to turn our eyes ahead to 2Q21, and we look forward to starting to do that this week at the in-person frac sand conference in Houston hosted by the Petroleum Connection. To gear up for discussions with industry contacts …

The post 10 Frac Supply Chain Trends To Watch As 2Q21 Begins appeared first on Infill Thinking.

]]>
1Q21 was a whirlwind in the frac supply chain. We relived it here.

Now it’s time to turn our eyes ahead to 2Q21, and we look forward to starting to do that this week at the in-person frac sand conference in Houston hosted by the Petroleum Connection.

To gear up for discussions with industry contacts in-person this week (it felt good to dust off the dress shoes again), we took a minute to

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

The post 10 Frac Supply Chain Trends To Watch As 2Q21 Begins appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/10-frac-supply-chain-trends-to-watch-as-2q21-begins/feed/ 0
Watch This Potential Supply Chain Crunch, Which Threatens Post-Christmas Fracs https://www.infillthinking.com/quick-thoughts/watch-this-potential-supply-chain-crunch-which-threatens-post-christmas-fracs/ https://www.infillthinking.com/quick-thoughts/watch-this-potential-supply-chain-crunch-which-threatens-post-christmas-fracs/#comments Mon, 21 Dec 2020 21:52:24 +0000 https://www.infillthinking.com/?p=30277 Anxiety is building with our contacts in the… 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 …

The post Watch This Potential Supply Chain Crunch, Which Threatens Post-Christmas Fracs appeared first on Infill Thinking.

]]>
Anxiety is building with our contacts in the…

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

The post Watch This Potential Supply Chain Crunch, Which Threatens Post-Christmas Fracs appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/watch-this-potential-supply-chain-crunch-which-threatens-post-christmas-fracs/feed/ 2
Ranking The Basins By 2021 Sentiment On The Completions Outlook [Thoughts & Chart Of The Day] https://www.infillthinking.com/thinking-ahead/ranking-the-basins-by-2021-sentiment-on-the-completions-outlook-thoughts-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/ranking-the-basins-by-2021-sentiment-on-the-completions-outlook-thoughts-chart-of-the-day/#respond Fri, 18 Sep 2020 15:35:41 +0000 https://www.infillthinking.com/?p=29905 Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. There’s a lot more to this …

The post Ranking The Basins By 2021 Sentiment On The Completions Outlook [Thoughts & Chart Of The Day] appeared first on Infill Thinking.

]]>
Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in?

Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of….

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

The post Ranking The Basins By 2021 Sentiment On The Completions Outlook [Thoughts & Chart Of The Day] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/ranking-the-basins-by-2021-sentiment-on-the-completions-outlook-thoughts-chart-of-the-day/feed/ 0
2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan https://www.infillthinking.com/thinking-ahead/2021-producer-perspectives-peering-ahead-as-operators-begin-to-firm-up-next-years-business-plan/ https://www.infillthinking.com/thinking-ahead/2021-producer-perspectives-peering-ahead-as-operators-begin-to-firm-up-next-years-business-plan/#respond Tue, 08 Sep 2020 20:17:07 +0000 http://www.infillthinking.com/?p=29814 We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. 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 …

The post 2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan appeared first on Infill Thinking.

]]>
We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic.

For many oilfield business folks, this holiday traditionally marks the….

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

The post 2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/2021-producer-perspectives-peering-ahead-as-operators-begin-to-firm-up-next-years-business-plan/feed/ 0
Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service? https://www.infillthinking.com/thinking-ahead/mass-bankruptcy-what-does-it-mean-for-the-future-of-oilfield-service/ https://www.infillthinking.com/thinking-ahead/mass-bankruptcy-what-does-it-mean-for-the-future-of-oilfield-service/#respond Tue, 25 Aug 2020 13:38:14 +0000 http://www.infillthinking.com/?p=29780 It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… 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 …

The post Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service? appeared first on Infill Thinking.

]]>
It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services…

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

The post Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service? appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/mass-bankruptcy-what-does-it-mean-for-the-future-of-oilfield-service/feed/ 0
People, Pricing & Money Weigh Heavy On The Mind As Green Shoots Form [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/people-pricing-money-weigh-heavy-on-the-mind-as-green-shoots-form-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/people-pricing-money-weigh-heavy-on-the-mind-as-green-shoots-form-chart-of-the-day/#respond Wed, 17 Jun 2020 13:48:36 +0000 http://www.infillthinking.com/?p=29453 Consensus may differ on the shape or strength of the coming recovery, but the focus on three key themes is virtually unanimous across the oilfield business as green shoots form…. 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 …

The post People, Pricing & Money Weigh Heavy On The Mind As Green Shoots Form [Chart Of The Day] appeared first on Infill Thinking.

]]>
Consensus may differ on the shape or strength of the coming recovery, but the focus on three key themes is virtually unanimous across the oilfield business as green shoots form….

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

The post People, Pricing & Money Weigh Heavy On The Mind As Green Shoots Form [Chart Of The Day] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/people-pricing-money-weigh-heavy-on-the-mind-as-green-shoots-form-chart-of-the-day/feed/ 0
Imagining The Unimaginable – Here Are Our Rock Bottom Targets For The 2020 US Oilfield https://www.infillthinking.com/thinking-ahead/imagining-the-unimaginable-here-are-our-rock-bottom-targets-for-the-2020-us-oilfield/ https://www.infillthinking.com/thinking-ahead/imagining-the-unimaginable-here-are-our-rock-bottom-targets-for-the-2020-us-oilfield/#respond Sat, 11 Apr 2020 04:00:27 +0000 http://www.infillthinking.com/?p=28973 Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached? In this post we outline our …

The post Imagining The Unimaginable – Here Are Our Rock Bottom Targets For The 2020 US Oilfield appeared first on Infill Thinking.

]]>
Earlier this week we outlined 10 key debates that will commence as soon as the oilfield market bottoms. How will we know when the bottom is here? On what kind of stage will these debates play out? What are reasonable expectations for oilfield activity when the floor is reached?

In this post we outline our “bottom of the market” expectations for everything from E&P capex to frac crews to rig count to frac sand to OFS pricing to counterparty risk, etc…

We hope we are wrong about how far activity will fall, but hope is not a strategy. We believe Infill Thinking members should brace for the following worst case scenario laid out below by June / July…

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

The post Imagining The Unimaginable – Here Are Our Rock Bottom Targets For The 2020 US Oilfield appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/imagining-the-unimaginable-here-are-our-rock-bottom-targets-for-the-2020-us-oilfield/feed/ 0
2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4] https://www.infillthinking.com/out-think/2019-last-mile-preview-the-year-of-the-ninja-unbundling-shockwaves-max-payloads-truck-ownership-questions-and-more-part-2-4/ https://www.infillthinking.com/out-think/2019-last-mile-preview-the-year-of-the-ninja-unbundling-shockwaves-max-payloads-truck-ownership-questions-and-more-part-2-4/#respond Mon, 26 Nov 2018 22:08:31 +0000 https://www.infillthinking.com/?p=23387 We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what the industry is doing to …

The post 2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4] appeared first on Infill Thinking.

]]>
We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this installment we share a half dozen key themes, including a list of up and comers to watch in this space, the importance of payload and what the industry is doing to maximize it and who should own trucking?

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

feature image source Sand Revolution

The post 2019 Last Mile Preview: The Year Of The Ninja, Unbundling Shockwaves, Max Payloads, Truck Ownership Questions, and more… [Part 2/4] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/out-think/2019-last-mile-preview-the-year-of-the-ninja-unbundling-shockwaves-max-payloads-truck-ownership-questions-and-more-part-2-4/feed/ 0
A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year https://www.infillthinking.com/thinking-ahead/a-big-pumper-has-spoken-for-more-frac-sand-than-needed-next-year/ https://www.infillthinking.com/thinking-ahead/a-big-pumper-has-spoken-for-more-frac-sand-than-needed-next-year/#respond Mon, 27 Aug 2018 16:17:56 +0000 https://www.infillthinking.com/?p=20757 The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to see the full update…  To …

The post A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year appeared first on Infill Thinking.

]]>
The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss…

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

The post A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/a-big-pumper-has-spoken-for-more-frac-sand-than-needed-next-year/feed/ 0
All Available US Frac Capacity May Be Consumed This Year https://www.infillthinking.com/thinking-ahead/available-us-frac-capacity-may-consumed-year/ https://www.infillthinking.com/thinking-ahead/available-us-frac-capacity-may-consumed-year/#respond Wed, 01 Feb 2017 16:55:47 +0000 https://www.infillthinking.com/?p=4630 As we write, the US onshore rig count is breaching the 700 mark (it stood at 689 last week). In this update, we explore what happens when a rig count of 900 is reached (which could happen sooner than you might think). We dig into the details of how much horsepower will be needed and …

The post All Available US Frac Capacity May Be Consumed This Year appeared first on Infill Thinking.

]]>
As we write, the US onshore rig count is breaching the 700 mark (it stood at 689 last week). In this update, we explore what happens when a rig count of 900 is reached (which could happen sooner than you might think). We dig into the details of how much horsepower will be needed and where it will come from…

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

The post All Available US Frac Capacity May Be Consumed This Year appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/available-us-frac-capacity-may-consumed-year/feed/ 0