During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …

We caught up with the management team of the only company operating two new construction local frac sand plants in the Haynesville shale for the latest scoop on their operations… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. 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. …

With 2019 nearly halfway over, we thought it’d be a good time for a US oil production growth status check. And it doesn’t look good for the service industry, although there is a silver lining for rig owners that we see in the data… There’s a lot more to this …

While our recent work on rig count has detected signals from E&P operators that more rig releases are coming, this won’t be a 2H19 pivot but rather the continuation of a now well established trend. There’s a lot more to this story… Login to see the full update…  To read …

I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …

A Bloomberg news article last week cited our in-depth rig customer analysis shared to Infill Thinking members. So this week, we continue that discussion with an impromptu survey… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …

The oilfield water asset monetization trend is a more frequent topic in E&P conversations with investors these days, as analysts pepper management teams with questions about potential divestitutures in the wake of several notable recent water transactions. Here’s what some of the leaders are saying… There’s a lot more to …

Without further ado, here’s your customer-by-customer mid-year drilling program checkup… 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 …