Infill Thoughts

This is the fourth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …

In our latest round of channel checks, we continue to hear more E&Ps direct sourcing and more openness among pressure pumpers to allow E&Ps to sand their own frac jobs. That said, some pumpers are still working hard to challenge the narrative. The customer is always right, so here’s what …

As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… Login to see the full update…  To read this update …

Susan Murphy knows OCTG. She is also a repeat contributor to Infill Thinking’s Friday guest post series and a fellow “petro-nerd” who we always enjoy comparing notes with on oilfield trends. Here’s how she sees the business climate in this important vertical as 2019 gets underway… There’s a lot more …

Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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 our regular weekly update this week we take a look at a potential capacity injection from the north. 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 …

Our series of takeaways from a week invested in the Permian Basin gathering firsthand intel continues with this update. 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 …

About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …

Over the past several days, E&P capex budget news has been categorically negative. Some of the biggest cuts we’ve seen yet have been announced while other E&Ps have cut back their preliminary 2019 spending guidance. Check out the latest budgets and totals we are are tracking here… There’s a lot …

Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update…  To read this update and …