Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update…  To read …

This week we’ve heard some anecdotes about the frac market that sent us into our data library to provide some context with hard numbers for a very important trend… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Permian local sand availability is… 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 …

A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 …

Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update…  To …

Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update…  To read this update and …

Who controls the nameplate capacity in the Lower 48 local sand market? We quantify share and share some observations about the supply stack’s ownership. 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 …

Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …

As most of you reading this know, EOG is critical to the addressable market in oilfield service. In this update we go asset by asset and digest the management’s development philosophy and perspective on their different plays. There’s a lot more to this story… Login to see the full update…  …

On Monday in the Permian,… 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 …