Latest Thoughts

Frac Ban – Fake News Or Clear & Present Danger?

By the time 3Q19 earnings season got underway in late-October, O&G industry executives and investors had had plenty of time to digest this little bombshell that Elizabeth Warren dropped in September. Elizabeth Warren on Twitter On my first day as president, I will sign an executive order that puts a …

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More Than A Penny For Your Thoughts! [2020 Vision Survey]

We’ve complied a set of questions that are critical to determining the oilfield outlook for 2020. For any active Infill Thinking reader that completes this important survey, we will provide some pretty compelling benefits including…. Login to see the full update… To read this update and receive our research newsletters, …

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Sand Mine M&A, But Not The Consolidation Many Are Waiting For…

A deal has been reached that sees a long-standing frac sand mine change hands… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Extending The Trend In Rockies Local Sand

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! Login to see the full update… To read this update and …

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Mapping Bakken Drilling Rigs Vs. Frac Sand Mine Sites

In this weekly rig count update, we take a look at the proximity of the new Bakken frac sand mines to the core of drilling activity in the Bakken.   feature image credit: It’s a great day to be crossing items off the ol’ Boomtown Bucket List! _______________________________________ #willistonnd #northdakota …

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When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling

Action against an industrial plant has read-through to Texas local frac sand mining… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

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All The Last Mile Players On One Stage [Exclusive]

Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. Login to see the full update… To …

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Bison Bull Rush In The SCOOP/STACK Water Midstream Sector [Aqua Men]

About This Series Infill Thinking’s Aqua Men series brings the fast developing oilfield water management sector to life. This business has historically been dominated by private companies and internal divisions with E&Ps. Chronicling the sector’s leading platforms and projects lends fresh perspective to the once-in-a-generation shift now underway in oilfield …

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