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Infill Thoughts

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

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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Judge BLASTS Sand Abandonment. Meanwhile, Landfilling Activity Implies Negative Value For Northern White Sand

July 30, 2020 Infill Thoughts

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Foreclosure Sale At Big Last Mile Logistics Firm Will Likely Do Little More Than Change The Equity Structure

July 30, 2020 Infill Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

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