Infill Thoughts

In this week’s US drilling trends update, we shine a 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 …

A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

I consider myself fortunate to have gotten to know Brent Halldorson, a tenured oilfield water expert, over the past couple of years. He’s a passionate student of our industry. About this time last year, I was in a conference hall listening to him speak on the history of the produced …

An interesting development in the last mile caught our attention this week… here’s what we know and what we are looking into… 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 …

Two new developments crossed the transom in ongoing frac sand restructuring cases that are worth a mention over the past week or so…. 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 …

+10. Flat. Flat. -2. Those are the weekly changes the US land rig count has posted for the past four weeks. Not bad! A couple weeks ago – after the first two datapoints in the pattern above – we wrote “The Past 2 Weeks Don’t Make A Trend, But 2 …

Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …

After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… Login to see the full update… To read this …

In addition to the in-depth updates published during another interesting week in the frac life, these 9 quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… Login to see the full update… To read this update and receive our research …