Latest Thoughts

Hi-Crush’s CFO Goes Her Separate Ways

Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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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Worried About RIFs? You Are Not Alone

In these troubled times, we want to do our part to help any Infill Thinking members that may be impacted by the waves of layoffs sweeping the US oilfield. If you are an active Infill Thinking member and your position has been eliminated, we want to help. Email us at …

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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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