Latest Thoughts

The Only Rig Count Constant Is Change…

With 2Q19 in the books, here’s how horizontal drilling trends stacked up during the quarter across the major unconventional basins. Overall the US unconventional rig count was down X% during 2Q19… Login to see the full update… To read this update and receive our research newsletters, you must be a …

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Fort Worth Member Meet-Up Next Month…

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. We look forward to networking with Infill Thinking members over coffee in Downtown Fort Worth in mid-August (this event is included with your membership) Login to see …

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Bankruptcy In Frac Sand

Restructuring continues in the frac sand industry, claiming another sand producer this week. Per the bankruptcy filing, the company owes total debts of… Details in the full report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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The Top Ten Infill Thinking Updates Of 2Q19 In Sand & Water

During 2Q19, the Infill Thinking research team: published 106 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members co-hosted the industry’s first Oilfield Water Finance conference and spoke at the SPE Permian Symposium, both in Houston conducted site visits and …

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One Step Forward, One Step Back For Electric Frac

We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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 …

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Marcia, Marcia, Marcia… Hot Takes From The Oilfield Water Connection’s Morning Sessions Last Week

Last Friday, the who’s who of oilfield water management gathered at the Oilfield Water Connection’s inaugural event at the Houston Petroleum Club. This executive event happened at a defining moment in oilfield wastewater management – for this sector is undergoing rapid, transactionally-driven change. From highly informative panel discussions to unrivaled …

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Buzz Builds Around WPX’s Water Infrastructure

WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and this week… Login to see the chart and figures in the full update… To read this update and receive our research newsletters, you must be …

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Produced Water Pow Wows On The Rise… [Chart Of The Day]

Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …

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