Infill Thoughts

Interesting E&P deal in the works… 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 …

More commonly called “infield mines” today, “mobile mini mines” were a concept that originally touted the ability to mobilize. Now, three years into the trend, we see an industry first mobilization getting underway… There’s a lot more to this story… Login to see the full update…  To read this update …

Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …

Big money water midstream deals are making a come back! 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 …

Water remains a hot topic as Permian volumes increase and recycling is a key focus for E&Ps there. This week, one large Permian E&P went into detail on their water strategy during an investor conference in NY. There’s a lot more to this story… Login to see the full update…  …

A deep dive on an evolving last mile logistics / well site storage system. 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 …

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 recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …

The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 …

Lots going on with local sand supply in the Bakken/Rockies these days! Here’s an update. 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 …

With yet another big E&P M&A headline, we refresh our M&A data 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 …