An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
Read More »A Sand Hauler Starts A Fast-Paced ESG Re-Fleeting Mission…
We’ve recently covered the CNG re-fleeting efforts of several last milers including Detmar Logistics and Sand Revolution. This week, we learned that… 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 …
Read More »“The Good Old Days Of Sand Hauling Are Over” [EXCLUSIVE]
Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …
Read More »ConocoPhillips Sinks Twenty Billion Into Permian M&A In 11 Months As Shell Exits Stage Left
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …
Read More »BRUTAL Business… A Second Sand Hauler Exits In As Many Days
Over the weekend we shared bad news about a large carrier closing shop. They weren’t the only sand hauler to call it quits last week… 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 …
Read More »Yet Another Large Carrier Exits The Oilfield As Trucking Hardships Continue
More bad news in the sand hauling space… 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 …
Read More »4 Things We CLARIFIED In Grapevine This Week…
This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …
Read More »5 Things We LEARNED In Grapevine This Week…
This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …
Read More »Nat Gas Frac Crews – Where Might They Go In 2022 If Henry Hub Is $6+?
In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, where… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »STACKing Up Some Gains – MidCon Is A Dark Horse In 2021 Recovery
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …
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Infill Thinking Lifting the O&G knowledge curve