We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Wednesday in Fort Worth. This was the 16th reader appreciation event we’ve hosted in the past 2.5 years. Thanks to our highly engaged members, these events keep getting bigger and better. We also met with various …

The Delaware Basin is the epicenter of the oilfield water revolution for several reasons including its concentration of unconventional activity and high water cuts relative to other plays in Texas and the Lower 48. As a result… There’s a lot more to this story… Login to see the full update…  …

We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. 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 …

We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. We look forward to networking with Infill Thinking members over coffee in Downtown Fort Worth in mid-August (this event is included with your membership). There’s a lot …

As we write, a brand new wellsite storage system is on the road making its journey towards a West Texas where it will attract quite a few spectators over the next few weeks. It’s arrival in the Basin tomorrow will mark the first time this system has entered the Texas …

Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …

In an exclusive series of updates over the past couple of weeks, we have been analyzing frac sand market conditions in the often overlooked Utah completions market where big changes are happening in the supply stack. In this third installment of the series, we shine a spotlight on one new …

After about the sixth management team this earnings season said “we are focused on what we can control” we decided to spend a little time thinking about… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The latest operator commentary on frac sand continues to underscore local sand adoption and cost savings – themes that have been consistent on E&P calls since early-last year. However, this may be one of the final earnings seasons where we see… There’s a lot more to this story… Login to …