Infill Thoughts

A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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, …

Biden hits the pause button on new Federal land hydrocarbon exploitation. Now what? We’ve got a dose of data-driven context here… 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 here. (Current members login here.) …

Frac customers continue to struggle with trucking. As sand supply now becomes a challenge too, the last mile problems are compounded. Here is the latest from our last mile channel checks. Login to see the full update… To read this update and receive our research newsletters, you must be a …

Founder’s Message To Infill Thinking Readers We have some big news about the Infill Thinking research platform to share. Yesterday evening, we announced a business combination with Coras Research. Many of you are probably familiar with Coras Research, especially if you are an Analyst Plan member since we’ve collaborated with …

Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: Login to see the full update… To read this update and receive our research newsletters, you must be a …

The US land rig count powered through the holiday season and is up 38% (+95 rigs) since the start of the fourth quarter of 2020. This was a December to remember, second only to 2016’s performance in the past decade. Login to see the full update… To read this update …

An update on the transportation issues ripping through the frac market after additional channel checks this week… 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 here. (Current members login here.) Members get Exclusive research …

Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. Login to see …

Something that makes Infill Thinking uniquely special is the non-advertorial contributions of our members. While our four to five guest posts each quarter have individual author attribution, we are also grateful to the hundreds of you that we talk with on a regular basis to vet stories, learn about the …

You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …