Latest Thoughts

The Straight Skinny On A New Greenfield Local Sand Project In Utah

After reporting last week that Black Mountain has sold… 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 …

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One-On-One With Ron Gusek About Libertized Frac Sand

This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. Login to see the full update… To read this update and receive …

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Amid Talk Of Another Sand Hauler Closing The Door, The Last Mile Niche Is On Thin Ice

Infill Thinking has learned that… 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 find …

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Analyzing The Nat Gas E&P Wallet – Spending Trends And Projections [Chart Of The Day]

Historical and projected spending trends in natural gas basins… 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 …

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The E&P Emissions Conversation Heats Up… Oilfield Opportunity To Pounce On? [Chart Of The Day]

And the big buzzword in E&P this earning season is….??? There’s several, but… 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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Wellsite Storage Market Commentary From A Silo Provider

Our quick takeaways relevant to the broader frac supply chain market from… 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 …

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US Silica’s Latest Frac Sand Market Outlook

In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …

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Buzz Builds Around “ESG-Rigs”

A couple weeks ago, Infill Thinking published an update on grid-powered rigs picking up steam as operators seek to cut emissions. Subsequently, the topic became a central point of interest during…. Login to see the full update… To read this update and receive our research newsletters, you must be a …

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Universal Pressure Pumping’s Frac Outlook

Universal’s parent company talked about the outlook for the frac business today… 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 …

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Halliburton’s Lower 48 Frac Outlook

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… 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 …

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One Last Quarter Where Schlumberger’s Earnings Report Still Matters To The US Frac Market

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… 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 …

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Analyzing Covia’s Latest Financial Projections

A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …

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2 “Can’t Miss” Permian E&P Developments…

In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: 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.) …

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Top Ten 3Q20 Updates

With 3Q20 earnings season commencing for the oilfield this week (Schlumberger reports on 10/16/2020), we too are taking a look back at 3Q20 performance here at Infill Thinking. 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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Four Frac Folks On The Move….

A few frac folks on the move this week… 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 …

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Visualizing Lower 48 Drilling Footprint Evolution

In this week’s rig count update, we thought we’d put the spotlight on geo-region shifts in drilling activity as the rig count has undergone a massive compression since year-end 2018. How has the market share of various basins fared during the rig count carnage? Login to see the full update… …

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The Re-bundling Revolution [Friday Guest Post]

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… Login to see the full update… To read this update …

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Something Notable On The Mobile-Mini Plant Front

Prior to the March 2020 oilfield crash, the in-field frac sand mining trend was poised for take-off, but the downturn obviously derailed this. Now this week…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

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