Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Seems Impossible, But Things Got Worse Between Black Monday & Friday The Thirteenth [Notes From The Field]
As last week wore on, we had hoped it would get better. It did not. We had also hoped that our initial concern expressed on Tuesday was overstated when we wrote then that the swiftest shale pullback in history could be imminent. It was not. As the week wore on, …
Read More »Industry Voices Weigh In On The Electri-frac-ation Trend [Infill Thinking Exclusive]
In this piece, we’ve put together a proprietary “voice of the industry” survey on electric frac fleets. We talked to contacts across the completions space about the pros, cons, adoption rates, and second order effects of utilizing electric frac fleets for this study. There’s a lot more to this story… …
Read More »Some Member Feedback On The Potential Last Mile Bill And An Intriguing B-Train Photo
We’ve said it before, we’ll say it again: Infill Thinking readers are the smartest folks in the industry. Following our exclusive, investigative report earlier this week on draft legislation that could have a profound impact on the Texas last mile logistics marketplace, we heard feedback from quite a few plugged-in …
Read More »2019 Outlook For The US Completions Market [Research Rewind]
With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …
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