Big money water midstream deals are making a come back! 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 …

In this data driven post, we discuss the trend in Permian simulfrac activity. 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 …

With the rubber hitting the road on 2024 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …

US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …

Water remains a hot topic as Permian volumes increase and recycling is a key focus for E&Ps there. This week, one large Permian E&P went into detail on their water strategy during an investor conference in NY. There’s a lot more to this story… Login to see the full update…  …

A deep dive on an evolving last mile logistics / well site storage system. 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 …

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …

The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 …

In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 …

More folks are looking at a new approach to wellsite storage… here are some things to consider as we look at the new tech. 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 …