Infill Thoughts

Today, we thought it’d be interesting to take a look at a timeline of the last mile S-Curve shift. The result was interesting. 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 …

Covia management is hosting their 3Q18 earnings conference on Wednesday morning. 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 commentary New angles …

We recently caught up with the management team behind a permit we found back in August to learn about this new Eagle Ford project. Login to learn exclusive details about this one in the full update… There’s a lot more to this story… To read this update and receive our research …

We shine the spotlight on a leading indicator that gives us reason for cautious optimism about Permian activity in week’s rig count update. 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 …

In no particular order, here’s some stuff that matters about the frac supply chain… 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 …

Something Emerge Energy Services said about negotiations with contracted customers on their volumes this week stood out to us. 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 …

In this week’s rig count update, some last minute thoughts on Prop 112 as it’s voting day. When the polls close this evening, Prop 112 will either fade from the discussion for a couple years, or it will be the only thing anyone in O&G is talking about. There’s a …

Following the big frac sand conference in San Antonio a couple weeks ago, a contingent of the Infill Thinking team invested some time doing boots on the ground research in the Louisiana Haynesville Shale. Here are some of the things we saw, heard, and learned There’s a lot more to …

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 …