Latest Thoughts

E&P Oil Price Assumptions Give Some Comfort As Volatility Spikes During 2022 Budget Planning Season [Chart Of The Day]

Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …

Read More »

2022 Outlook Survey Results Are In! [Charts & Commentary]

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …

Read More »

New Year Could Bring Bigger Headaches For Permian Sand Buyers…

Thinking ahead about frac sand sourcing in 2022 for the Permian Basin. 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 commentary …

Read More »

Permian Sand Problems Are Piling Up Before The New Year

Frac sand situation report for the Permian Basin. 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 commentary New angles on stories …

Read More »

Looking Back Before We Look Ahead

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. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. Login to see the full update… …

Read More »

Screening Earnings For Frac Sand Market Intel

This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… Login to see the full …

Read More »

New Datapoints That Advance The U.S. Oilfield Water Narrative

One thing we found interesting this earnings season was that nobody talked about the…. 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 …

Read More »

Who’s Drilling The Wells You Frac?

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Read More »

“Permianflation” & Fleet Tracking Part Two

Following up on two recent pieces of high value research with more datapotins further to the trends. 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 …

Read More »

Counting Frac Crews & Rigs By Company

Counting, counting, counting all the crews, one by one they add up! 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 commentary …

Read More »

10% Upside To Rig Count In 4Q21 E&Ps Say

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Read More »

All Eyes On Shale Well Cost Inflationary Trends

One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Read More »

US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Read More »

BIG News For The Marcellus Shale Frac Supply Chain

Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more). It only took 3.5 years, but fast forward to today and …

Read More »

Liberty Boxes Up The PropX Platform

What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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.) …

Read More »

Permian Sand Mining Workforce Plateaus [Chart Of The Day]

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 …

Read More »

“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging

Following the logic on M&A possibly returning in frac sand… 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 commentary New angles …

Read More »

Good News Bad News For S TX Sand Buyers

An update on Eagle Ford sandemonium… 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 commentary New angles on stories you’ll only …

Read More »

Paying Off The Tease…

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

Read More »

Infill Thinking’s Top Fifteen 3Q21 Updates

With 3Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The oilfield activity recovery continued, but… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Read More »

Rig Count – 10/1/21

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… 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 …

Read More »