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Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

Situational Awareness – 7 Short Briefs On Distressed Frac Sand Company Happenings

August 13, 2020 Infill Thoughts

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Here Lizard Lizard Lizard… DSL Rears Its Head Again, This Time Factoring Into Permian Sand Bids

August 13, 2020 Infill Thoughts

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Drilling Market Share Changes From Top To Covid Bottom

August 11, 2020 Infill Thoughts

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18 Frac People On The Move

August 10, 2020 Infill Thoughts

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What The Customers Are Saying… About Frac Crews & DUCs

August 7, 2020 Infill Thoughts

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What The Customers Are Saying… About Their Oilfield Water

August 6, 2020 Infill Thoughts

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Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today

August 4, 2020 Infill Thoughts

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In March, Two Land Drillers Had More Active Rigs Than The Entire US Does Today & They Agree There Is Still Downside

August 3, 2020 Infill Thoughts

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Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]

August 3, 2020 Infill Thoughts

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US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20

July 31, 2020 Infill Thoughts

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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