The old Keystone pipeline debate from the past several years doesn’t hold a candle to this one. In fact, the most recent analog we can think of is the 2010 Gulf of Mexico drilling moratorium imposed by the Obama administration in the wake of the Macondo tragedy. Yet even that …
Read More »3 More Last Mile Solutions Join The Fray, Competing To Handle Frac Sand At Lower 48 Wellsites
The Lower 48 market share battle in frac sand’s last mile has escalated again. Last week, we learned about three new gen solutions that are now targeting customer wellsites in the Lower 48 for the first time. There’s a lot more to this story… Login to see the full update… To …
Read More »Initial Thoughts From San Antonio: 10 Key Points On The Big Picture
This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …
Read More »Halliburton Calls The Bottom, Sticks To Their Guns On Sand, & Peers Beneath The Surface To Unlock Pumping Value
Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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 …
Read More »Defining Consensus On Important 2019 Completions Debates [Survey Results Part 3 Of 3]
In part three of our industry survey results presentation, we share what a whole bunch of smart Infill Thinking members think about key issues in the hydraulic fracturing market. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Setting A Baseline For Frac Sand In 2019 [Survey Results Part 2 Of 3]
In part two of our industry survey results presentation, we share how a whole bunch of smart Infill Thinking members shake out on key 2019 frac sand market debates. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »The Results Are In! Here’s How Your Peers See The 2019 US Onshore Outlook [Part 1 / 3]
This month, we asked Infill Thinking members a series of questions about the outlook for 2019. Our survey honed in on key debates in the turbulent US onshore oilfield service business. A whole bunch of smart people weighed in; here’s what they had to say… just as year-ahead planning starts …
Read More »As Infill Thinking Turns Two, We Just Want To Say Thank You!
Today marks an important milestone for the team here at Infill Thinking. This is the two-year anniversary of our very first oilfield research newsletter. As we paused to take a walk back down memory lane by revisiting Issue Number 1 this morning, we were overwhelmed by feelings of gratitude and …
Read More »Railing Local Permian Sand Outside The Basin Might Be History. Is Railing It Inside The Future?
By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… Login to see the full update… …
Read More »A Resounding Chorus Of “We Recycle Water” Is Echoing In Shale [3 Charts]
We take a look behind the curtain at some key trends in frac water. 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, or your …
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Infill Thinking Lifting the O&G knowledge curve