First the freeze. Then the wind. Lost days continue piling up for the Texas frac industry in 1Q21… feature image photo credit 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 …
Read More »Through Chattering Teeth, Oilfield CEOs Describe February Frac Freeze Impacts
Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard 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 …
Read More »Snovid 2021 – Most Southwestern Frac Activity Still Offline, In For A Rough Restart
An update on the frozen and mostly shutdown southwestern oilfield. 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 …
Read More »Two Truths About Energy Transition Are Self Evident In The Texas Energy Emergency
The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question …
Read More »Quick Takes On Produced Water Impacts In The Wake Of The Freeze
Proactive steps and production curtailment are both helping 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 …
Read More »All Quiet On The Southwestern Front – 70% Of US Frac Activity Is Dark In The Big Freeze
Our warning from last week about the weather played out and then some. Here’s the latest from the field 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 »As Freezing Permian Pads Shut Down, The Frac Supply Chain Catches Its Breath
Channel checks reveal a material portion of the Permian frac market shutting down for the weekend in reaction to extreme weather. 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 »Implications To Keep In Mind As The Permian Freezes And Pads Shut Down
As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have 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 …
Read More »The Permian Basin’s Snow Day – Implications & Pics From The Deep Freeze This Week
If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …
Read More »In Other News… Outback Rumors, Polar Vortex, New Boxes?, WTX Toll Road Idea, +1 Unbundled E&P, B-Train Feedback, Blend & Extend, & More…
Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …
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Infill Thinking Lifting the O&G knowledge curve