Infill Thoughts

This is the fifth 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 weekly rig count update this week, a highlights from the latest round of remarks made by the leading land rig contractors. 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 there’s one thing we can say with certainty about the 2019 US shale business it’s that oilfield water management is trending. You’ve probably noticed an uptick in water research here at Infill Thinking (example 1, 2, and 3). And we aren’t alone… check out newly launched oilfieldwater.com. So when …

Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …

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, …