Infill Thoughts

Oilfield earnings season is underway. We provide our key takeaways from the first earnings call of the season, boiling down an hour-long call into a 5-minute read of pithy points. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …

In mid-December, Infill Thinking drew a conclusion based on a sighting of physical evidence we observed in the field. This week, we close the loop on that report with additional photographs (and this time they are conclusive, not speculative). There’s a lot more to this story… Login to see the …

The US onshore rig count per Baker Hughes GE was up 2 rigs last week to 1,052 active. What gives? 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 …

They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you here. 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 …

Today, we extend our coverage of the 2019 oilfield outlook by responding to a question readers have recently asked us about the addressable market for frac sand. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

If you pay close attention to the sand and logistics space, then you have probably noticed that lots of specialized firms are press releasing contracts with one particular operator lately. Why? How? What’s next? If you are wondering, you oughta read this. There’s a lot more to this story… Login …

After much hand wringing over the budget exhaustion trend, onshore drilling escaped relatively unscathed into the new year. We discuss that and what’s next… 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 …

During a busy 2018, Infill Thinking shipped approximately 100 e-newsletters, issued upwards of 350 research updates, and hosted 7 member meet-ups around the oilfield.  Membership on InfillThinking.com increased 50% in 2018, and our team grew too with key hires on our research desk and member relations department. We also launched a …

We break down the latest renegotiation in the frac sand industry, one of many we believe are either culminating or ongoing as a volatile year winds down. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …