You need to see this leading indicator data for drilling. 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 …
Read More »Permian Permits Perk Up [CHART OF THE DAY]
You need to see this leading indicator data for drilling. 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 …
Read More »Flaring ‘Conversation’ Intensity Heats Up [Chart Of The Day]
In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »County Officials Vote Thursday On The Second Local Bakken Frac Sand Mine Site
Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 …
Read More »Vizualizing West Texas 2019 SWD Leaders [Chart Flip-Book]
Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 …
Read More »The Top 15 New Injection Well Owners Of The Year In West Texas [Chart Of The Day]
Operators still factor pretty heavily into the new injection well owner lineup, and we wonder how much longer that will be the case as many E&Ps continue to evaluate the separation of their wastewater management. A couple other interesting observations before we get to the data: There have been… There’s …
Read More »So Far, Permian Drilling Permits Are Passing The Takeaway Stress Test
In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 »Activity Upside Is In The Cards For Eagle Ford Shale Drilling
In this week’s weekly drilling rig count update, we take a closer look at Eagle Ford permitting trends. In addition, we are preparing for an upcoming Eagle Ford Shale market intelligence gathering trip. The early-April trip itinerary is taking shape and will include the following stops: There’s a lot more to …
Read More »Marcellus Scale – A Glance At The EQT / Rice Deal From A Well-Site Demand Perspective
Yesterday morning, EQT consolidated the Marcellus Shale by acquiring Rice Energy for $6.7bn in a deal that creates the largest natural gas producer (>3Bcfpd) in the US. The deal is expected to close in 4Q17. The combination and new strategic direction for the combined operator has material implications for the …
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