Latest Thoughts

Quarter In Review: Infill Thinking’s Top 10 3Q22 Updates

By The Stats – Membership Resources Provided During 3Q22 In the 90 days ending Sept 30, 2022, the Infill Thinking research team: published 67 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …

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Pressure Pumpers Step Up Rebundling Pressure

We talk through some of the latest bidding strategy we are hearing about from industry checks… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

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Uh Oh… U.S. Drilling Growth Has Ground To A Halt

An Infill Thinking prediction is coming true. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to …

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Live From New York… It’s Shale Outlook Time

With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update…  To read this update …

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+1 Permian Basin Damp Sand Proximity Mine

A new plant startup this week makes good on an Infill Thinking prediction from two months ago. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill …

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Cash Is King

It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update…  To read this update …

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E&P D&C Fleet Tracker

We have rounded up a series of operator-by-operator fleet data…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …

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A Dozen Frac Supply Chain Quick Hits

We are picking up some interesting chatter in the frac supply chain… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …

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Frac Sand Mine Orderbook Chatter Gets Louder

With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …

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Northeastern Shale Water Management Takeaways

Two weeks ago, our team participated in a productive and well attended Marcellus Water Shale Business Update conference hosted by Oilfield Water Connection. We had the opportunity to moderate the panel on “Midstream of Water” which was comprised of senior speakers from EQT, Equitrans, and Gemini Shale Solutions. The event …

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