Infill Thoughts

Who’s working where? 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 email us to discuss our current subscription …

A round up below of fleet counts… 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 email us to …

If you missed the big produced water conference in Pittsburgh this week two things – check out our takeaways and don’t miss the next Oilfield Water Connection event in Houston November 2nd (link). Read on for key Marcellus takeaways… There’s a lot more to this story… Login to see the …

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some changes at a leading sand company. There’s a lot more to this story… Login to see the full update…  To read this …

Our conversation with Chris Jensen, manager of one of two leading conservation plans relevant to the DSL, was much scarier than we expected going in as it pertains to what things will look like after a listing becomes effective (which Chris thinks is highly likely, but isn’t sure when…). There’s …

We caught up with U.S. Silica’s O&G team to learn more about a new technology they are introducing at the wellsite… 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 …

Market takeaways we learned from the second earnings report Atlas Energy Solutions has provided as a public company… 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 …

What’s Exxon going to do with their sand strategy? The discussion continues here… 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 …

Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here). 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. …

Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …