Infill Thinking Lifting the O&G knowledge curve

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 …

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 …

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 …

A data driven look at why proppant is the best indicator of oil production known to the shale industry… 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 …

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, …

How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… 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 …

Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …

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 …

Permian and Eagle Ford frac sand mines continue to be busy (and getting busier), with 2021 completions activity closing in on the peak for the year. But… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The oilfield service addressable market is defined by E&P capex budgets. Get data-driven insights on what that means for the rest of 2021 here… 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 …

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 …

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 …

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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, …

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 …

This week’s pumping commentary analysis 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 us to discuss our …

Why It Matters: EOG’s outlook is closely watched as they are the shale bellwether – so here we summarize what matters for the D&C market from their call, starting with an interesting comment on sand… There’s a lot more to this story… Login to see the full update…  To read …

As most readers probably know by now, Alamo Pressure Pumping has sold out to Nextier in a big frac’ing deal announced late Wednesday afternoon. A public pumper takes out a large private pumper, adding to their foothold in the Permian while advancing the frac HHP consolidation narrative. This is good …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

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 …

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 …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …

In several posts this week (on frac crews and rigs), we’ve highlighted the natural gas upstream industry’s apathy to a substantial natural gas price move since 2Q21. How long will this go on? Our channel checks and public E&P commentary suggest… There’s a lot more to this story… Login to …

Spot HHUB nat gas prices are north of $4. In fact, the whole natural gas curve has moved up pretty substantially since the start of 2Q21. The key question now is… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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 …

Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …

Nearly a year ago, we “guesstimated” (and then confirmed) that the first NOV SandBank deployed to Argentina’s Vaca Muerta Shale (here’s a link). 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 …

During our Permian Basin trip this month, we had an opportunity to spend the better part of an afternoon with H2O Midstream touring the company’s extensive Howard County water midstream infrastructure. H2O Midstream owns and operates the largest independent fully interconnected produced water disposal and recycling network in the Midland …

Halliburton’s conference call this week outlined… 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 us to discuss …

It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …

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 …

In addition to the in-depth updates published so far during this week in the frac research life, these 7 quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

As an addendum to this week’s deep dive mobile-mini report from our site visit to see several in-field frac sand plants in person last week, we wanted to break out and highlight the limiting factors we see to this sand mining approach. There are some big insurmountable ones in our …

Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand 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 …

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 …

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

With 2Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The activity recovery continued, but… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …

On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

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 …

A staggering look at frac efficiency gains leveraging Lium Research 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 a member. If you are new to Infill Thinking, or your membership has expired, …

The OCTG market has a lot of crosscurrents swirling right now. And we know just the right expert to shed light on the key trends… 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 …

This week, we had a chance to catch up with one of the largest frac sand storage/hauling solution providers in Texas. We learned that…   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 …

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 …

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

You can file this update in “things we never thought we’d write when we started an oilfield research firm,” but there’s a must-read battle raging between a big Permian rancher and a super major. And it is playing out in real-time in a must-read Tweet-storm right now… There’s a lot …

Long-talked about regulations loom large with implementation finally happening next week… thoughts on what it means here… 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 …