Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …
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Northern White Sand Market Outlook – Conference Call Highlights
A large NWS player had some interesting things to say last 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 …
Read More »Water Quick Hits From The Biggest Executive Conference Of The Year; Sand Thoughts Too….
We had a great experience at the IN-PERSON 2nd Annual Oilfield Water Markets Conference this March 10-11 along side over 300 of the industry’s movers and shakers. Here’s a few takeaways… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Rig Count & Permit Counts – The Calm Before The Storm?
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 »Every Grain Counts Now – Insandity Continues, Especially In The Permian
We continue to hear some mindblowing market anecdotes in frac sand. Here are some fresh off our research desk 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 …
Read More »Sentiment Sea Change Underway Towards U.S. O&G As The Mainstream’s ‘Existential Threat’ Narrative Flips
A powerful narrative shift is underway with big implications for U.S. oil and gas production, producers, and enablers… 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 »Sand Is So Tight It’s Now Influencing These 6 Pressure Pumping Market Trends
Tight sand is becoming a major factor in the pressure pumping market. Here are 6 ways this is playing out: 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 …
Read More »As WTI Trades Above $110/BBL (14-Year High!), A Salute To Shale & What Our Readers Do To Further Its Noble Cause…
The world is a mess. The tyranny of an evil man is on full display, disrupting world order, and it won’t be soon forgotten as an uncertain globe witnesses unprovoked civilian devastation from the biggest military action in Europe since WWII. The ripple effects could obviously be profound. As a …
Read More »Where Does Permian Rig Count Go If Oil Stays $90+?
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 »Shale Well Cost Inflation Is Starting To Outpace Operator Expectations
What E&Ps are telling their investors is changing – the changes so far are subtle, but they are firm evidence that cost inflation has been underappreciated. 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 …
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