Yesterday morning, we had an opportunity to get out of the weeds a little bit and think about the big picture. We were preparing for an “introduction to the frac sand market” conference call with a consulting client who is new to the space and looking to get up to …

We break down a very important offshore drilling contract, explaining what it means for the deepwater market. 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 …

There is a new discussion topic over in our members-only discussion forum today. Click here to read the full thread and discuss In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations. Understandably, investment appetite …

Several Permian Basin mines are now shipping sand. But only one is still fully operational. What’s the latest on the next two in terms of startup schedules? Based on our recent discussion with management teams of the new plants approaching the finish line, we provide readers with a status update …

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

Starting this week, we begin an analytical tour around basins outside the Permian. The focus feature in each of our regular weekly rig count updates over the next couple weeks will provide an overview on D&C activity trends in key basins beyond West Texas. Here are five Marcellus Shale charts …

A new protest has begun in the trucking community. It is starting small, but it is highly visible and could spread fast to the national stage. It has big implications for the oilfield. If the movement continues to grow, it could be a near-term negative for US onshore activity levels, …

The long awaited Unimin Permian sand mine location has finally been announced. A new filing reveals one of the best kept secrets of the Permian Basin sand mine rush: where will Unimin build their plant? There’s a lot more to this story… Login to see the full update…  To read …

Friday was a big day for Borr Drilling. First the Schlumberger deal “an industry first” and now consolidation of stranded newbuilds. Borr is fast becoming the most exciting name to watch in offshore drilling. There’s a lot more to this story… Login to see the full update…  To read this …

We’ve heard from a lot of sand producers lately on the prospects of and plans for in-basin sand. More important of course is the commentary from E&P companies. We’ll be hearing a lot more from them as 3Q17 reporting season rolls around here in about three weeks.  Here’s what one …