Adapting Christmas Carols to oilfield trends is a holiday season tradition as old as Infill Thinking itself. Teasing ahead, we have written and recorded new Oilfield Christmas tracks, which will be released to active members next week (just in time for your holiday gatherings). These new releases will be as …

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. They also have implications for people conducting business all across the frac value chain. Without further ado, here are… There’s a lot more to this story… …

The phrase “water midstream” has without doubt been the hottest buzzword of 2019 in shale. Last week, we collaborated with Oilfield Water Connection on an executive survey about “what qualifies a water management firm as water midstream?” Today, new insights from the survey of leading CEOs and bankers and investors …

In this update we explore a growing ESG concern associated with a tail risk involving the frac sand industry that is exacerbated when firms fall into financial distress. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …

Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 …

As of Friday morning, our channel checks suggest that a well known frac company may be completely closing up shop, rolling up operations, selling their horsepower, and letting everyone go…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …

Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… There’s a lot more to this story… Login to see the full update…  …

Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes …