This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… There’s a lot more …
Read More »Tense Trucking Situation Persists As Getting Sand To Fracs Proves Difficult In Early-2021
An update on the transportation issues ripping through the frac market after additional channel checks this 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 a member. If you are new to Infill …
Read More »Operators Are Laser-Focused On This Single Disruptive Frac Innovation As 2021 Begins
Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …
Read More »Warning Fulfilled As Some Fracs Rang In The New Year Without Sand
In our final newsletter of 2020, we warned about the risk of driver absences wreaking some havoc in the frac supply chain (see this update). It happened. Here’s what we are hearing on the first business day of 2021 about the struggle to sand fracs: There’s a lot more to …
Read More »New Year, New Era At Liberty OFS
In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …
Read More »To All The Infill Thinking Members Who Shared Their Expertise In 2020 – Thank You!
Something that makes Infill Thinking uniquely special is the non-advertorial contributions of our members. While our four to five guest posts each quarter have individual author attribution, we are also grateful to the hundreds of you that we talk with on a regular basis to vet stories, learn about the …
Read More »Infill Thinking’s Top 20 Of 2020
You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …
Read More »Perception Gaps About The All-In Cost Of Permian Sand
Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …
Read More »Watch This Potential Supply Chain Crunch, Which Threatens Post-Christmas Fracs
Anxiety is building with our contacts in the… 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 »Buyer Behavior Cliff Notes As Diamondback Consolidates The Northern Midland Basin
On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… There’s a lot more to this story… Login to see the full …
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Infill Thinking Lifting the O&G knowledge curve