In research posted earlier this week, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the why… feature image photo credit: profrac tier iv pump – profrac has been an early mover in exploring the power of dual fuel conversion There’s …
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ESG Arms Race Drives A Rapid Recapitalization Of The Pressure Pumping Fleet
Aside from the priceless activity recovery in pressure pumping this year, ESG fleet conversion is the sector’s biggest theme. The recap is happening extremely quickly. By year-end 2021, we estimate that nat-gas power capable units will comprise…. feature photo image is ProPetro’s new Tier IV Dynamic Gas Blend (DGB) pumps …
Read More »Going Out On A Limb – Eagle Ford Drilling Growth Prediction
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 »US E&P M&A Cools In 3Q After 2Q Bonanza. Deal Sprint Before Year-End Coming? [Charts Of The Day]
2Q21 was the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Here’s an update on what’s followed that in 3Q… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »More Upside Lies Ahead For Permian Drilling Activity
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 »Oilfield Water – Produced & Fresh H2O Datapoint Roundup
As we prep for the 3RD ANNUAL OILFIELD WATER INUDSTRY UPDATE at the Houstonian this fall, we are digging into what matters in produced water and water midstream. Here is what we found… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Another Catalyst For More Belly Dumps In The Sand Patch?
Another reason for belly-dumps to spread is explored in this post… 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 »Rigging Up To Fend Off DUC Decline
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 »The Landowners’ Voice: Fixing The Pecos County Sinkhole Mess [Guest Post]
Orphan wells and groundwater pollution are hot button issues in the Permian these days, and likely to become even hotter topics in the days ahead. In that context, today’s guest post is extremely relevant… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Listening To The Customers – Cliff Notes On Nearly 20 E&Ps That Talked About D&C Programs Last Week
E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
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