The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …
Read More »Simul-Frac Buzz Builds – A Simple, Yet Powerful Step Change In Shale
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 …
Read More »Next Gen Electrification Spills Over From Drilling Into Frac
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 …
Read More »The US Oilfield Is Losing Focus On Pre-Existing Conditions. And It Can’t Afford To. [Charts Of The Day]
Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …
Read More »An “E-Frac Killer”? Too Soon?? A Few Questions Come To Mind…
In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 »A First Look At The New Supersized Sand Revolution Systems [Exclusive]
We have learned more about an engineering tweak of large proportions… 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, …
Read More »Startups. Entrepreneurship. Innovation. A Conversation With The CEO Of Seismos [Friday Guest Post]
In our typical Friday guest posts, we get to hear the perspective of one Infill Thinking member at a time. And that’s usually pretty great, but as the old saying goes two heads is better than one. This post (or conversation really), is the brainchild of two Infill Thinkers who …
Read More »E&P Innovation Models – Revealing A Case Study Of How To Do It Right
They say necessity is the mother of invention, and no one in the oilfield understands necessity better than the operators themselves. Today, tight oil is at the technological forefront of the oil and gas industry. Exploiting low permeability, heterogeneous rock at $50 oil makes invention and innovation a requisite not …
Read More »Is Baker Hughes Over-Innovating?
Baker Hughes seems to be taking an assembly line approach to innovation, focusing on product launch volume as an important KPI. This is in stark contrast to Steve Jobs’ disruptive approach to innovation, where he would focus on a single game-changing idea for years at a time. We’ve recently become …
Read More »Making $40 Oil Great Again? Watch This Key Norwegian Development
An internal challenge set by the Statoil front office this year tasked engineers with something that would have once been thought impossible: turn a profit on a major new Barents Sea field development, the Johan Castberg, at $40 oil. Is $40 is the new $70? Statoil’s internal hurdle was lowered earlier this …
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