Infill Thoughts

Here’s what frac market participants need to know from the latest round of disclosures… 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 …

With damp sand usage increasing, a growing concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we follow up on a new system we profiled last year that is working to address this …

Here’s what to know about the current state of the rig market in the Lower 48… 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, …

What are we seeing in drilling trends? We discuss… 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 membership has expired, please email …

Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update…  To read this …

We very much enjoyed interacting with everyone in Houston for the Petroleum Connection’s sand conference today. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here today. There’s a lot more …

After a recent idling in South Texas, a similar issue is confirmed in… 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 membership …

What are we seeing in drilling trends? We discuss… 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 membership has expired, please email …

What are we seeing in drilling trends? We discuss… 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 membership has expired, please email …

For all of 2022, frac crews had no trouble finding work. Is that changing now? 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 …