A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »Stress-Testing The 2023 Shale Outlook As Oil Sinks Below $80
This is a brutal day in the markets with asset values melting down and oil getting hammered ($78 as of this writing). Buckle up, the ride could get bumpy as this new dose of volatility intersects with year-ahead budget / planning season. That said, if there’s one thing oilfield pros …
Read More »A Look At Frac Crew Expansion YTD, With The Biggest Pumper “Sold-Out” All Year
Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update… 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 …
Read More »Where Would $85 Oil Put The Frac Fleet Count In 2023? [Chart Of The Day]
This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …
Read More »Counting Frac Crews & Rigs By Company
Counting, counting, counting all the crews, one by one they add up! 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 …
Read More »Nat Gas Frac Crews – Where Might They Go In 2022 If Henry Hub Is $6+?
In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, where… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Follow The Fleets – What Operators Are Saying About Frac Spreads In May 2021
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 …
Read More »1st Look At $70/BBL In The Permian… Spoiler Alert-New Record High Frac Sand Demand! [Chart Of The Day]
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 …
Read More »Following Frac Fleets – Round Up Of 2021 Planned Crew Counts Company-By-Company
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 …
Read More »No More “Million Barrel Per Day Dream” For A Permian Super Major
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 …
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