Analysis and context for sand supply growth trends… 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 …
Read More »More Gas Cuts And Some Context For Northeast Drilling & Completions [Chart Of The Day]
Analysis and context for Marcellus drilling and completions demand as another operator cuts 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 …
Read More »Thinking About Timing And Magnitude Of Looming Nat Gas Rig Releases As Shut-Ins Begin
Here we think ahead about what the gas rig count could do… 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 E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders
Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far this year. 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. …
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