Infill Thoughts

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …

The oilfield industry has many similarities to sports. Both are cyclical. Both have lots of turnover in winning strategies and players. Both have their fair share of larger than life characters and dynastic franchises. And a continual evolution of best practices in both sports and the oilfield is fueled by …

In late-October, we noted that Patterson-UTI’s CEO Andy Hendricks predicted a modest increase in drilling activity in late-December. Andy might be preparing to take a victory lap now… Last week’s bounce is notable for three key reasons: it breaks… it’s bigger than… it bucks… Login to see the full update… …

Plenty of water deal news continues to cross the wires as 2019 draws to a close. And what a year it’s been for water midstream M&A. This week deals announced by three buyers take the deal count we track up to X significant water midstream transactions in 2019 vs. only …

With lumps of coal in every oilfield stocking this holiday season, it’s easy to overlook the bright spots. There are some bright spots though. Not every E&P operator plans to slash investment next year. In fact, some are planning to increase spending, or at least talking optimistically about their growth …

If you’ve been around the pressure pumping business for a while, there’s a good chance you know today’s guest contributor. His post addresses the future of frac sand and the industry’s current struggle for sustainability in a thought-provoking way. Login to see the full update… To read this update and …

The dust is settling on another big E&P M&A announcement in 2019, and this one has implications for related water and midstream deal processes as well as 2020 E&P capex spending in the Permian. Login to see the full update… To read this update and receive our research newsletters, you …

In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

Each year, we celebrate the Season here at Infill Thinking by weaving oilfield trends into a Holiday Classic or two. Break out the egg nog because our songs are part parody, part market research. We enjoyed writing our Oilfield Christmas songs in 2017 and 2018, back when oilfield growth was …