Infill Thoughts

This month in South Texas, we spent the better part of a week meeting with industry contacts, touring facilities, and combing the field for interesting angles. In this update, we’ve distilled our yellow pad full of random notes into the following digestible bullet points. Please stay tuned for several more …

In the Silica Valley Series introduction, we noted that commercialization models vary pretty widely in the digital last mile space. Sand Tiger, the second software in our series, is quite a bit different from most in that it was built and developed by a trucking operations company with no intention to monetize …

We learned that the leading Haynesville frac sand new entrant’s ambitions have grown since our last conversation with the company in 4Q18. 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 …

Last week in the Eagle Ford, we drove by an industrial sand mining operation 30 minutes south of San Antonio. We did an abrupt u-turn when we saw a certain type of truck picking up there… There’s a lot more to this story… Login to see the full update…  To …

In basin sand for the Mid-Con seems to be coming up more frequently in our conversations with industry contacts. Here’s three recent examples followed by analysis of SCOOP/STACK drilling rig activity trends. There’s a lot more to this story… Login to see the full update…  To read this update and …

There’s a new thread over in our members-only discussion forum. In it, Infill Thinkers are discussing the implications of takeaway constraints in the Permian and the recent widening of the Midland crude price differential. Read more and add your response here >> There’s a lot more to this story… Login …

Liberty Oilfield Services may be the new kid on the pressure pumping block in the Eagle Ford, but they aren’t wasting time making a name for themselves here. Last week, we put boots on the ground in the Eagle Ford, gathering firsthand market intelligence on the local moves Liberty is …

The following report was filed in our email newsletter on April 6, 2018. We were just wrapping up a productive week in the Eagle Ford. In fact, just before sitting down to write this report, we climbed 15 stories up onto the silo roofs of one of the major area …

There are new details on the first big Mid-Con frac sand mine… and it could be here sooner than you might think. 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 …

During a busy 1Q18, Infill Thinking published 102 research updates, shipped 27 subscriber newsletters, and hosted 3 reader meet-ups. Infill Thinking’s membership grew by 25% during the quarter. Here is a list of our top stories and also the top debates of 1Q18.   There’s a lot more to this …