Infill Thoughts

In this week’s rig count update, some last minute thoughts on Prop 112 as it’s voting day. When the polls close this evening, Prop 112 will either fade from the discussion for a couple years, or it will be the only thing anyone in O&G is talking about. There’s a …

Following the big frac sand conference in San Antonio a couple weeks ago, a contingent of the Infill Thinking team invested some time doing boots on the ground research in the Louisiana Haynesville Shale. Here are some of the things we saw, heard, and learned There’s a lot more to …

The last mile replacement cycle may be ending, but Solaris has some revenue diversification initiatives up their sleeve that fit nicely with overarching themes in shale. In this update, we review four potential new growth opportunities for the company after spending a half day with the team recently to learn …

The term “Budget Exhaustion” has caught on like wildfire on OFS and E&P calls alike over the past few weeks. We provide context around the concept (and conversation) in this update. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

With stories like this that can’t be found anywhere else, why would you go anywhere else for your completions supply chain news and analysis? 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 …

Last week’s frac sand conference in San Antonio, hosted by the Petroleum Connection, featured some of the most thoughtful logistics panels that we’ve seen at any oilfield industry event. With three panels on focused squarely on logistics, frac sand hauling and handling issues featured prominently into the discussion. The challenges …

The old Keystone pipeline debate from the past several years doesn’t hold a candle to this one. In fact, the most recent analog we can think of is the 2010 Gulf of Mexico drilling moratorium imposed by the Obama administration in the wake of the Macondo tragedy. Yet even that …

Today marks an important milestone for the team here at Infill Thinking. This is the two-year anniversary of our very first oilfield research newsletter. As we paused to take a walk back down memory lane by revisiting Issue Number 1 this morning, we were overwhelmed by feelings of gratitude and …

We take a look behind the curtain at some key trends in frac water. 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, or your …

In this week’s weekly rig count, we check out some key unconventional drilling trends during 3Q18 across the major US shale plays. 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 …