Tag Archives: appalachia

Boots on the ground report from the heart of northeastern shale… 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, …

This week, we attended the large oilfield conference in Ft Worth. We enjoyed seeing industry friends and here is some of what we 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 …

EOG’s entrance into the Appalachian market could help to tighten proppant market conditions in a railed sand stronghold. 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 …

Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more). It only took 3.5 years, but fast forward to today and …

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 …

“Give me some good news for a change,” you say? Our pleasure! Here is a chart you cannot miss because it’s all anyone’s going to be talking about as tight oil gets shut in. There’s a lot more to this story… Login to see the full update…  To read this …

Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …

Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …

A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… Login to see the …

Following our Appalachian oilfield trip last week, we are shining a spotlight on Marcellus / Utica drilling and completions trends in this edition of our regular weekly rig count.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our …