Latest Thoughts

Our Dallas Members-Only Meetup Is Next Week

About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …

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US Onshore Drilling Outlook Remains “Fluid” Six Weeks Into 2019

Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

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E&P Budget Revision Risk Bites

This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… To read this update and receive our research newsletters, you …

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Micro Proppant, HHP Orders, Direct Sourcing Details, Deflation, Majors In Shale, and Other Interesting Market Intel Tidbits This Week [Top 10 List]

Check out a top ten list of the latest market intel tidbits we rounded up this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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1st Member Meetup Of 2019 In Houston 2/5/19

Well over 100 Infill Thinking members turned out for our various member meet-ups in 2018, which were enjoyed by all. We are looking forward to seeing you at our events around the oilpatch throughout 2019. Login to get the details on our first gathering of the year… There’s a lot …

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As Frac Sand Earnings Season Begins, Sentiment And Pricing Are Scraping The Bottom

What do you expect during frac sand earnings season? Here’s what we expect… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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DEVELOPING: Did A Crucial Last Mile Legal Battle Just Come To A Close?

There’s some big news breaking in one of the longest running completions logistics legal battles. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

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This Friday And Next Are The Most Important Baker Hughes Rig Count Releases Of The Year

Rig count still matters and we frame thinking about the next couple releases in this update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Direct Sourcing Adoption Trends [Chart Of The Day]

Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …

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How Long Can Lower 48 Derricks Defy Gravity?

The US onshore rig count per Baker Hughes GE was up 2 rigs last week to 1,052 active. What gives? There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get …

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Another Day, Another New Chesapeake Vendor

They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you here. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has …

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Of Spending And Sand [Chart Of The Day]

Today, we extend our coverage of the 2019 oilfield outlook by responding to a question readers have recently asked us about the addressable market for frac sand. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

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Who Does Smart Sand’s Revenue Come From? [Chart Of The Day]

In light of recent contract enforcement news, we constructed this time series on a sand producer’s key customers. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

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