As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… Login to see the full update…  To read this update …

Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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. …

We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update…  To read this …

We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call this morning. 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 …

In our regular weekly update this week we take a look at a potential capacity injection from the north. 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 …

After seeing a social media post about another Texas frac sand startup, we were able to contact management to learn a whole lot more about the newest kid on the sand block. Check out our exclusive here… There’s a lot more to this story… Login to see the full update…  …

Our series of takeaways from a week invested in the Permian Basin gathering firsthand intel continues with this update. 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 …

About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …

Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot …

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 …