Infill Thoughts

A coin, a quest, a dragon, and sand wars. Nope, this isn’t game of thrones, this is frac sand….   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 …

Quick thoughts on what we’ve heard so far from oilfield service customers and some early themes to trace through the rest of oilfield earnings season… 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 …

We share exclusive insights on a frac supply chain project with Canadian and NWS implications… 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 …

Liberty’s CEO Ron Gusek talked frac market conditions this week and we digested the key frac datapoints and forecasts here… 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 …

Our data team shares a data tool for understanding shale activity and pricing 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. If you are new to Infill Thinking, or your …

Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …

Several quick hits of note if you work in the L48 oilfield… 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 …

Analyzing court documents to assess market implications in the frac supply chain… 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 …

Several quick hits of note if you work in the L48 oilfield… 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 …

Data for a growth 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 Thinking, or your membership has expired, please email us to discuss our …