Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… 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 »What Are Oilfield Insiders Watching For Upcycle Signals? [Part One Exclusive Voice Of The Industry Update]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their 2021 expectations… 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 »US Land Drilling Rig Contractor Market Share Trends In The Crash Are Reversing Now
In this week’s regular rig count update, we take a look at… 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 …
Read More »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 »Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]
We are honored to carry this very important member guest contribution from… 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 …
Read More »A Microproppant Mill Lands In The Eagle Ford
We had a chance this week to catch up with the owner / operator of an interesting and unique new frac sand facility that has just landed in the Eagle Ford Shale. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »The 2021 Public E&P Spending Outlook, Updated To Incorporate Chevron’s Budget Release [Chart Of The Day]
Chevron alone is about 15% of the public Lower 48 E&P spending programs we track, so they are a big swing factor. With Chevron announcing their official… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Tracking Sand Mine Closures Across The Land [Chart Of The Day]
Leave it to us negative nellies to send out a mine closure data update to Think Sheets members on Thanksgiving Eve, but that’s just what we did last week. Here’s a big picture takeaway for all Infill Thinking members. There’s a lot more to this story… Login to see the …
Read More »A Leader In Frac Sand Has New Leadership [EXCLUSIVE]
In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Hold The Cranberry Sauce…. No Turkey Break For US Drilling This Year!
In this week’s regular rig count update, we take a look at… 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 …
Read More »
Infill Thinking Lifting the O&G knowledge curve