Permian industry contacts have been texting us today sharing that they felt trembling in downtown Midland, northern Midland, and east Odessa around 1:30 today. Just last week, we wrote about rising seismicity concerns, and produced water injection, driving Permian production costs higher this report. We cordially invite you to …
Read More »Talking Produced Water And All That Implies At The Houstonian – 5 Key Points
Here we bring you hot takes on water from Houston. 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 »Water Is Bottlenecking Frac Jobs In A Basin Not Named Permian
Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield 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 …
Read More »Northeastern Shale E&P IPO – Key Points To Know About Infinity Natural Resources
Things to know about a soon-to-be-public northeastern E&P operator… 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 »You’ll Be Seeing More Of These Labs At Mines And Fracs Across The L48… [Notes From The Road]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Marcellus / Utica Shale Takeaways From Pittsburgh
Boots on the ground report from the heart of northeastern 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 Thinking, or your membership has expired, …
Read More »In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 …
Read More »New Mexico’s New Crackdown On Permian Oilfield Water Disposal Highlights Flow Assurance Risk
An update on the regulatory situation in NM as it pertains to water disposal… 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 …
Read More »Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Some quick follow-up thoughts / corrections to a datapoint we discussed earlier 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 …
Read More »In Other News… Frac Sand Rebrand, 2 Shale IPOs, Protest Convoy In The Dunes, Regulatory Power Drain, Beryl, New Name In Pile Game, & More…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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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