Infill Thoughts

Here’s our take on the latest ProFrac acquisition in 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 must be a member. If you are new to Infill Thinking, or your membership has expired, …

2022 was a busy year and a good year in shale all around. E&Ps and OFS verticals in most basins enjoyed growth. With 2022 drawing to a close, here are some statistics on the member resources Infill Thinking provided during 2022 followed by a list of the most popular research …

The Gardendale Seismic Response Area appeared to be working… until last Friday. 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 …

Re-wording and recording the holiday classics to reflect the latest oilfield trends is a Christmas tradition as old as Infill Thinking itself. For the past six years, we’ve re-written a holiday classic (or two) to reflect the spirit of the season and shale trends. Part market research, part holiday cheer …

In total, we estimate that ~X% of new gen systems are now 6+ years old, while another X% are 5 years old. 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 …

It’s hard to believe that it has been 6 years since this happened: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape [Exclusive Details] July 2022 was the 5-year anniversary of the opening of the Permian Basin's first local sand plant. While some other basins …

We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity. There’s a lot more to this story… …

We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 …

We discuss how aggressively Publics acquired Privates in shale E&P this year… 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 …

A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update…  To read this update and receive …