Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their 2021 expectations… 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 …
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US Land Drilling Rig Contractor Market Share Trends In The Crash Are Reversing Now
In this week’s regular rig count update, we take a look at… 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 analysis and commentary …
Read More »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]
We are honored to carry this very important member guest contribution from… 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 analysis and commentary …
Read More »A Microproppant Mill Lands In The Eagle Ford
We had a chance this week to catch up with the owner / operator of an interesting and unique new frac sand facility that has just landed in the Eagle Ford Shale. Login to see the full update… To read this update and receive our research newsletters, you must be …
Read More »The 2021 Public E&P Spending Outlook, Updated To Incorporate Chevron’s Budget Release [Chart Of The Day]
Chevron alone is about 15% of the public Lower 48 E&P spending programs we track, so they are a big swing factor. With Chevron announcing their official… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
Read More »Hold The Cranberry Sauce…. No Turkey Break For US Drilling This Year!
In this week’s regular rig count update, we take a look at… 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 analysis and commentary …
Read More »Big Picture Market Impressions From Two Days Spent Talking Frac Supply Chain Strategy In San Antonio
It was great to see so many Infill Thinking members at the largest frac supply chain trade show of the year last week. Here’s the good bad and the ugly we walked away with about the underlying themes driving today’s frac sand marketplace… Login to see the full update… To …
Read More »The Straight Skinny On A New Greenfield Local Sand Project In Utah
After reporting last week that Black Mountain has sold… 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 analysis and commentary New angles on …
Read More »The Leading US O&G Rig Contractor Eyes Non-O&G Opportunities For Their Rig Fleet
In this week’s regular rig count update, we put the spotlight on… 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 analysis and commentary …
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