Infill Thoughts

Some big (and small) public companies have made announcements over the past few days that you should know about if you work in OFS, sand or other shale supply chain roles. Here’s a quick rundown of 8 key company disclosures:   Midland Over Riyadh Today, Saudi Aramco press released a …

Field checks show seasonal struggles with… 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 …

Data driven context for rig 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 Infill Thinking, or your membership has expired, please email us to discuss …

A key takeaway from Liberty’s earnings call this week was… 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 …

Field checks show 1Q completions operations hit by another challenge this week in Texas. 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 …

Data driven context for sand and oil correlation. 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 …

We had a chance to visit a live frac job with PropX to see their latest wellsite innovation in the frac supply chain – a box tipping system called Scorpion that makes wet sand handling look easy. There’s a lot more to this story… Login to see the full update…  …

On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login …

Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …

The Permian oilfield faces its second weather challenge of 2024 next week… 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 …