Infill Thoughts

An activist investor continues to trade punches with a big Delaware Basin land bank. The proxy battle has big oilfield water and land management implications. Here is analysis on the latest developments in this proxy battle over a vacant trustee seat as the vote looms large… There’s a lot more …

Ultra-fine proppant has been in and out of the news for the past several years without a real inflection in traction in completion design. Will that fact pattern change in the future? We discuss the microproppant outlook and a new datapoint in the story here. There’s a lot more to …

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

In this update we shine a flashlight beam on one of the Permian Basin’s ugliest metrics relative to the rest of US shale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. …

In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

Infill Thinking was honored to participate and attend the SPE’s Permian Symposium in Houston yesterday. Special thanks to all the events organizers and presenters – it was a great experience and we learned a ton. To all the Infill Thinking members we ran into, it was great seeing you in …

The Infill Thinking team will be attending and speaking at the Permian Basin Symposium hosted by the SPE Gulf Coast Section this Thursday, April 11 in Houston. If you’ll be there, please say hi… we’d welcome the chance to shake your hand and chat oilfield trends. Infill Thinking founder Joseph …

Infill Thinking has learned some new details in the Permian Basin saga involving the Dunes Sagebrush Lizard (DSL). These details involve a key leadership change and the 2019 conservation plan. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …