Infill Thoughts

In this week’s regular rig count update, we take a look at what a large rig contractor said about customer plans… 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.) …

Last week, Hi-Crush said on their 4Q19 earnings call that January 2020 was the strongest month of sand sales in any January in company history. This datapoint is inline with our recent stream of reporting on stronger than expected frac activity – and sand demand – starting with this update …

This week, we put a spotlight on drilling activity trends in the Canadian rig market… 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 update newsletters High-caliber, data-driven …

Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping market… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… Login to see the full update… To read this update and receive our research newsletters, you must be a …

This week, we had a chance to catch up with another mobile mini plant pioneer to learn about their approach. This is the third mobile mini plant provider we’ve profiled since writing a deep dive on the theme a month ago, which got folks talking and has drawn out new …

With fewer greenfield projects actively under construction now than at any time in the past three years, we believe that nameplate capacity activations at large-scale fixed local frac sand plants are mostly in the rear-view mirror now. Here’s a data-driven assessment of local sand mine activity in the Lower 48, …

A look at a leading indicator in a key southwest market is the subject of this weekly rig count data spotlight.. 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.) …

2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 …

We are able to put some important context around the first newsbyte about Hi-Crush’s mobile mine solution beyond their official announcement about the new division launch last week. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …