Infill Thoughts

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 …

We are looking forward to participating in the simul-frac panel at the Frac Sand Industry Update in a couple weeks. It’ll be a great discussion with panelists from Chevron, Halliburton, Badger, and Sand Revolution discussing how this wellsite procedural change is rippling back up the frac supply chain. Here are …

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 …

Exxon held their annual analyst day in early-March and released a 75-slide IR deck for the event. After wading through the first twenty slides on “new energy” (hydrogen, carbon capture, solar, wind, climate change etc.), we did find some slides that shed new light on the oil major’s plans for …

Importantly as we listened to the oilfield’s commentary around energy transition this quarter, we were struck by the fact that oilfield management teams are optimistic not pessimistic about this. Remember SWOT analysis from business school? The oilfield is looking at energy transition as an “O” not a “T.” There’s a …

Here are three charts updating the public E&P spending situation for tight oil, nat gas, and total Lower 48 in 2021 leveraging the latest Lium data with almost all the publics having now firmed up 2021 budgets and given 2020 actuals. There’s a lot more to this story… Login to …

This earnings season, we’ve listened carefully as E&P operators and midstream/service firms talk about water on investor calls. We are gearing up for the Oilfield Water Markets 2021 Conference this May 12-13 in DFW. We encourage any Infill Thinkers interested in water to join us there… This conference is the …

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 …

Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients …

Wondering what shale spending is going to do in 2021? Our guest posts put their machines to work to find 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 …