Infill Thoughts

Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. There’s a lot more to this story… Login to see the full update…  To …

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! There’s a lot more to this story… Login to see the …

In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …

Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… There’s a lot more to this story… Login to see the full update…  To read this update and …

The normal playbook for land drilling c-suite commentary at this point in the year is highlight for investors the coming reset in customer budgets in early-2020. One of them did that last week, but also went a step further… There’s a lot more to this story… Login to see the …

We are picking back up our Silica Valley Series today with a look at Scarco Service’s Transportation Asset Management System (TAMS) software platform. TAMS was built from an oilfield service company’s perspective to lower costs and create visibility across the entire completions cost structure. There’s a lot more to this …

We hope you find the result of our origin tracing exercise as fascinating as we did. This is a new and exciting space with lots of high quality firms growing into their boots… There’s a lot more to this story… Login to see the full update…  To read this update …

A recent Bloomberg article highlights several high profile examples of banker to industry leadership role transitions, but it does miss a couple big recent moves. Here are two very recent Banker-to-Industry transitions the solid third-party article doesn’t mention and a big question it raises in our mind… There’s a lot …

This week, Infill Thinking celebrates the three-year anniversary of our very first oilfield research newsletter. So much has transpired in the oilfield marketplace since we shipped Issue Number 1. Back then, the Lower 48 oilfield market was just emerging from the brutal 2014 downturn and at the cusp of a …