Infill Thoughts

  We dig into one of the biggest frac sand stories of the year, with a look back behind the scenes at how the deal came together… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

  We recently checked in with the co-founders of a wet sand pile system provider and here is what we learned… 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 …

We are excited today to share the E&P portion of the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …

We are excited today to share the results of our well-attended industry marketplace survey about the oilfield outlook… 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 …

You need to see this leading indicator data for drilling. 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, please …

Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …

Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …

    Last week, we wrote about how some last mile customers have started demanding zero or negative margin rates from trucking service providers (see here). Now Permian frac sand suppliers are getting similar requests. In this post we discuss how price gouging at the high and low points of cycles …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …

Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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, please …