Infill Thoughts

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… To read this update and receive our research newsletters, you must be a …

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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, …

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, trucking and sand handling issues featured prominently into the discussion at the trade …

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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and …

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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

Even though WTI oil prices were strong during 3Q18 (consistently trading near $70/bbl), the quarter was extremely volatile in the Lower 48 oilfield service marketplace. It was a quarter marred by what can best be described as mid-cycle turbulence. Oilfield service and product pricing came under pressure across multiple completions-related …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …