Infill Thinking Lifting the O&G knowledge curve

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 …

In this update, you’ll find key takeaways relevant to the broader frac supply chain 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 be a member. If you are new to Infill Thinking, or …

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 …

When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …

It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update…  To …

Preliminary budgets have risen… 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 current …

In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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 …

As of Thursday Feb 25, frac demand is… 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 …

While an earlier than expected reinstatement of dryer fuel is a positive for sand supply, the Texas local sand production situation is still anything but normal. 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 …

In January, Infill Thinking wrote that simul fracs would be the dominant disruptive theme in 2021 (read more). During 4Q20 earnings season, evidence is building in support of the trend’s big impact… There’s a lot more to this story… Login to see the full update…  To read this update and …

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 …

Multiple local frac sand industry contacts in both South and West Texas have shared with us that sand production is not only affected by the cold temps but also by natural gas service interruption. As a result… There’s a lot more to this story… Login to see the full update…  …

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 …

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 …

Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members 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 must be a member. If you are new to Infill …

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 …

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 …

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 …

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 …

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 …

In partnership with our research affiliate Lium, here are new frac fleet stats… 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 …

As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …

It’s Tuesday February 9, 2021, and frac sand and the hauling thereof are still tight. Here is the latest intel from our channel checks on the ongoing frac supply chain tightness: There’s a lot more to this story… Login to see the full update…  To read this update and receive …

It’s common knowledge that tax assessed values don’t always line up with fair market values. That being said, we recently went digging in the tax rolls and what we found was pretty interesting. Check out mine-by-mine values and observations here… There’s a lot more to this story… Login to see …

The biggest news is probably… 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 …

An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. 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 …

What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. There’s a lot more to this story… Login to see the full update…  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 …

If you can’t beat ’em join ’em? 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 …

A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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 …

In this map, we have plotted Federal Land permitting data by operator, showing Infill Thinking members specifically where which operators intend to drill on Federal Land and providing a sense of critical mass in these areas for each operator. There’s a lot more to this story… Login to see the …

Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context 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 …

Infill Thinking exclusive on new wellsite storage solution developments… 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 …

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 …

To accompany this chart of the day update, which quantifies the frac fleet by power type across the US basins, we have rounded up additional datapoints… 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 …

We chart and analyze a sign the industry is getting back to work 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 Thinking, or your …

In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 …

Frac customers continue to struggle with trucking. As sand supply now becomes a challenge too, the last mile problems are compounded. Here is the latest from our last mile channel checks. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Lium, a new research firm for Energy & Industrials, launched coverage this week with some interesting findings in shales. One of Lium’s key points in their shale launch was not enough fleets and not enough sand at current levels to keep production flat y/y. That means… There’s a lot more to …

Deja vu. Remember sandemonium in the Permian early-last year? Well… it’s back. 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 …

Founder’s Message To Infill Thinking Readers We have some big news about the Infill Thinking research platform to share. Yesterday evening, we announced a business combination with Coras Research. Many of you are probably familiar with Coras Research, especially if you are an Analyst Plan member since we’ve collaborated with …

Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: There’s a lot more to this story… Login to see the full update…  To read this update and receive …

A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… 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 …

A hunch we’ve been writing about for months is coming to pass… 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 …

We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. There’s …

Next week, Halliburton, Baker Hughes, and Schlumberger will report year-end results and host their quarterly EPS conference calls. NOV will host their call a couple weeks later. These oilfield bellwethers have been.. There’s a lot more to this story… Login to see the full update…  To read this update and …

An update from an E&P operator follows Infill Thinking reporting of the development by approximately one month. 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 …

There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update…  …

Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. 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 US land rig count powered through the holiday season and is up 38% (+95 rigs) since the start of the fourth quarter of 2020. This was a December to remember, second only to 2016’s performance in the past decade. There’s a lot more to this story… Login to see …