As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… 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 …

In partnership with our research affiliate Lium, here are new frac fleet stats… 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 …

As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …

It’s Tuesday February 9, 2021, and frac sand and the hauling thereof are still tight. Here is the latest intel from our channel checks on the ongoing frac supply chain tightness: There’s a lot more to this story… Login to see the full update…  To read this update and receive …

It’s common knowledge that tax assessed values don’t always line up with fair market values. That being said, we recently went digging in the tax rolls and what we found was pretty interesting. Check out mine-by-mine values and observations here… There’s a lot more to this story… Login to see …

The biggest news is probably… 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 to discuss our …

An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. 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 …

What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. There’s a lot more to this story… Login to see the full update…  To …

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 …

If you can’t beat ’em join ’em? 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 to …