Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …
Read More »Infill Thinking’s Mid-Year Oilfield Outlook Survey Opens For Member Participation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Tracking Exxon’s D&C Program In The Permian [Operator Spotlight]
We are kicking off a new weekly data series this week. Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know …
Read More »Pressure Pumping Pricing Gains Are Inevitable. Right Guys? Right?
Our channel checks reveal some interesting things happening towards the commoditized end of hydraulic fracturing market. 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, …
Read More »SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps [Simulfrac Series]
Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… There’s a lot more to this story… Login to …
Read More »Putting E&P Spending Seasonality On Steroids? [Simulfrac Series]
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 »How, What, Where, Why, Why Now, & Who? [Simulfrac Series]
This week, we launched a new research series covering the implications of simulfrac adoption across the completions market. The series kicked off with thoughts on why it matters and future thought pieces will trace the trend’s ripples into specific niches of the US shale value chain (like sand and water …
Read More »Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey [Simulfrac Series]
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 »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …
Read More »Where Exactly Are The First Signs Of Life Appearing In Rig Land?
Finally! Rigs are going back to work here and there… 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 …
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