Several quick but big items caught our attention this week… 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 »Super Majors Need To Build More Permian DUCs In 2024
How are two of the biggest oil companies in the world thinking about shale development programs 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 »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
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 …
Read More »Oilfield Water Drops From Earnings Season So Far… Consolidation, Reuse, & Volume Growth
Takeaways from Public Companies on a key flow assurance issue creating a booming sub-sector in shale. 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 »Chevron Points To Some Familiar Culprits In Permian Production Slip
Chevron’s earnings this morning reminded us that two challenges we’ve written a TON about here at Infill Thinking are not dead. 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 …
Read More »In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »The Dallas Fracin’ Cowboys
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 …
Read More »2023 Shale Predictions
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 More »Permian SWD Demand Moves Higher In 2022; E&Ps Factoring More Heavily Into Mix [Chart Of The Day]
It’s been an interesting year for water management as the disposal industry navigates new restrictions on injection amid surging water volumes from completions activity growth. 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 Landowners’ Voice: Let’s Clean Up Our Legacy Before It Becomes An Albatross Around Our Neck [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Long time Infill Thinking readers may recall several guest posts from their fellow member Schuyler Wight over the years. He first wrote in back in 2017 when local sand mines were becoming his new neighbors left and right. He wrote in again in 2018 …
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