Infill Thoughts

In our Friday morning newsletter and a post on Thursday, we previewed this Friday and next Friday’s rig count releases as two of the most important to monitor all year. We noted that the rig count surprisingly hadn’t fallen in reaction to crude prices and pointed out that if it …

Oilfield earnings season is underway. We provide our key takeaways from the first earnings call of the season, boiling down an hour-long call into a 5-minute read of pithy points. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. …

Well over 100 Infill Thinking members turned out for our various member meet-ups in 2018, which were enjoyed by all. We are looking forward to seeing you at our events around the oilpatch throughout 2019. Login to get the details on our first gathering of the year… There’s a lot …

Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …

In mid-December, Infill Thinking drew a conclusion based on a sighting of physical evidence we observed in the field. This week, we close the loop on that report with additional photographs (and this time they are conclusive, not speculative). There’s a lot more to this story… To read this update …

The US onshore rig count per Baker Hughes GE was up 2 rigs last week to 1,052 active. What gives? There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get …

They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you here. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has …

Today, we extend our coverage of the 2019 oilfield outlook by responding to a question readers have recently asked us about the addressable market for frac sand. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

If you pay close attention to the sand and logistics space, then you have probably noticed that lots of specialized firms are press releasing contracts with one particular operator lately. Why? How? What’s next? If you are wondering, you oughta read this. There’s a lot more to this story… To …

After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, …