Infill Thoughts

Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …

Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …

A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… To read this update …

Following our Appalachian oilfield trip last week, we are shining a spotlight on Marcellus / Utica drilling and completions trends in this edition of our regular weekly rig count.   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …

We screened the universe of large oilfield service customers looking for indications of elevated risk. For oilfield service firms and suppliers, it matters who you are doing business with. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. …

In this update, we chart an important activity metric that probably peaked in the Permian in-basin sand industry during 1Q19. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …

Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes? There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial …

Today we look at Precision Drilling’s recent earnings call and annual shareholders’ meeting commentary for highlights from their outlook on the Canadian drilling market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has …

As the vote on the vacant Texas Trustee seat draws closer (May 22), we continue to publish this “scorecard” documenting the punches thrown by each side. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free …

We provide updated thoughts on the market conditions for frac sand in Texas. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …