The US onshore rig count has been basically flat since June of this year and is likely biased lower over the next several weeks as seasonality catches up with rig count. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

With 2019 planning season in full gear, decision makers and forecasters are grappling with commodity price cross-currents. As many market participants are now arriving at conclusions that will set the stage for the year-ahead, we thought it’d be useful context to take a look back at an outlook baseline set …

The water recycling stigma in the frac supply chain has been pretty much squashed this year. 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, …

The past couple years of shockingly expedient frac sand disruption has taught us to expect the unexpected and never say never. Could a new concept proposed by an Infill Thinking reader be the next big game-changing step change in this unbelievably dynamic market niche? There’s a lot more to this …

Guest Contributor Introduction From Joseph Triepke: Kicking off our Fridays In December 2018 guest post series is Jessica Barton, an E&P sourcing specialist with nearly a decade of supply chain management experience for leading operators in US shale. Jessica is currently the category manager for proppant and last mile logistics …

In Infill Thinking’s big 2019 logistics preview last week, one of the topics we broached was whether late entrants in the frac sand wellsite solutions market will be able to displace the incumbent new gen solutions. We wanted to elaborate on that a bit today. Is it enough to simply build …

When we attended the Petroleum Connection’s frac sand conference in San Antonio in late-October (the largest frac sand event in history by the way), one of our key takeaways from sideline conversations was… This prediction was confirmed this week, but more important than the confirmation was an indicator for 2019 …

When (not if) will the leading land drilling contractors make a hard push to be paid under a different model than the entrenched dayrate pricing framework? It’s a question we’ve wondered about for years now as we’ve watched land drilling rigs drill more and more wells per month, benefiting their …

Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …

As the tributes roll in for the late great 41st President of the United States, Infill Thinking remembers George H.W. Bush not only for his legendary record of service to this country but also for his roots as an oilman.   There’s a lot more to this story… Login to …