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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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Most of our simulfrac series to date (5 installments listed below) have focused on operations and market ripple effects. But there are ESG benefits 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 …
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After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …
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This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …
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Infill Thinking Lifting the O&G knowledge curve
