Infill Thoughts

After reporting last week that Black Mountain has sold… 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 …

In this week’s regular rig count update, we put the spotlight on… 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 …

After the frac sand conference in San Antonio this week, we took a detour on our way back to Infill Thinking’s Dallas HQ to visit… 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 …

This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. There’s a lot more to this story… Login to see the full …

Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. 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 …

We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year. 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 …

Although the oilfield is still dragging bottom and the capacity overhang will linger on for a while, it’s not too early to begin thinking about recovery trajectories. To do that, we turn to…. Patterson-UTI yard in the Permian Basin in October 2021 – feature image photo credit: Red Wing Aerials, …

There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… 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 …

Historical and projected spending trends in natural gas basins… 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 …

Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… 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 …