Scanning the channels for signs of a “change moment” in shale activity 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 to Infill Thinking, or your membership …
Read More »The Questions Are Becoming “When” And “How Much” Not “If”…
The question is becoming “When”, not “If”, for shale activity increases… 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, …
Read More »There’s One Word At The Tip Of Everyone’s Tongue In Frac Right Now…
As oil prices surge, we ran another round of field checks and there’s one word on the tip of everyone’s tongue at this point in the post-war shock… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Ultrafine Microproppant vs. Raw Sand Is Not A Zero Sum Game… In Fact, It Might Be Just The Opposite!
Raw sand guys like it when E&Ps pump raw sand, but they might like it when E&Ps pump this specialty product too! 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 »Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction
Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency. There’s a lot more to this story… Login …
Read More »Oxy’s D&C Trends In Focus [Operator Spotlight]
Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …
Read More »Chevron’s D&C Trends In Focus [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »A Study In Discipline [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Tracking The Most Active Shale Well Completer’s D&C Program [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Tracking Pioneer Natural Resources’ D&C Program In The Permian [Operator Spotlight]
Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
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