Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update…  To read this update and …

Talent is shifting. And it’s doing so with implications for value, trends and competitive dynamics. Here are the moves you need to know 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 must be a …

Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update…  …

Each week we break down the rig count. Everyone can get their hands on the standard Baker Hughes rig count, but no one processes it week in and week out like the team here at Infill Thinking. And since we are spending a full week reporting from the road in …

A couple job openings posted online late last week caught our eye and tipped us off on a new development that may have been occurring under the radar. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

This is the talk around sand town in February 2019. It is interesting. And it may be too soon to stick a fork in NWS 40/70 just yet… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

After hearing some rumblings about changes at Preferred Sands over the past week or two from industry contacts, we were able to contact new management and received a statement about the changes. Specifically, management told us: ….. There’s a lot more to this story… Login to see the full update…  …

Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. 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 …

Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …

We heard some chatter about local sand in the Appalachia at the Petroleum Connection’s frac sand conference in Houston last week, so we caught up the plant’s new ownership to learn more about the site and their frac sand ambitions. There’s a lot more to this story… Login to see …