There’s a new thread over in our members-only discussion forum. In it we question whether the big Permian M&A deal this week marks the start of a push for scale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

In an update earlier this week, we shared detailed production estimates for the seven Permian frac sand plants that we classify as open and commercialized. The obvious next question is: what’s the status of the next round of startups? We are tracking an additional 7 plants scheduled to open over …

This one is far afield from the pack and notable for four primary reasons. Login to read this exclusive on the newest Permian in-basin frac sand mine. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Login required. 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 membership has expired, please email us to discuss our current subscription options …

The winding saga of Section 232 trade policy evolution and redefinition has whipsawed the OCTG markets this year. We have the latest on what it means for buyers and sellers here… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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. …

Back in October 2017, we noticed a spike in Marcellus well permitting and wrote in this update: “Permits surging to 24-month high, look for spuds to play catch up into 1Q18. Fast forward to today, and this is playing out as expected, albeit slightly behind our expectations on timing. In …

In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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. …

Guest Contributor Introduction From Joseph Triepke:  A couple months ago, an Infill Thinking subscriber from a large oilfield service firm gave me the heads up on something exciting happening in Houston. He told me about a group called Houston Energy Data Science, or HEDS for short. HEDS is a relatively new …

We devote a lot of bandwith to the most pressing concerns facing tight oil development here at Infill Thinking. In the long-run, other constraints rise on the horizon. These are the big picture sustainability sort of questions for tight oil development. In this post, we list these big picture issues …