Infill Thoughts

An update earlier this week summarized some key quotes from the panels on in-basin and northern white sand at the largest completions supply chain event of the year. In this update are similar recaps of some of the more poignant statements from two other panels at the event… Login to …

Rig count. Yep… it’s down again. It’s been X weeks since the US onshore rig count registered an uptick. Year-to-date, the US onshore rig count is down X rigs. As the unyielding drilling decline continues, it’s worth noting how… Login to see the full update… To read this update and …

Everyone knows that you often learn just as much in the side hallways of industry events as you do in the main hall. In that vein, here are 5 interesting things that we learned in conversations with industry contacts at the event. These are pretty dense and provide plenty of …

Last week, we published a research update discussing why produced water reuse as frac fluid is on the rise and what factors might drive the next leg up in the treated water trend in fracing. The catalyst for that piece was a research project our team was conducting to update …

Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …

Infill Thinking participated in the Petroleum Connection’s frac sand conference in San Antonio this week. We will share a full recap of our key takeaway in a piece early next week – we learned quite a bit on the sidelines of the show as well as during several of the …

A good, quality, upstanding outfit just exited stage left. While industry-wide capacity reductions are needed, we see this news as a bad omen for the industry at large… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

The Infill Thinking team has arrived in San Antonio to participate in the biggest (and best) frac supply chain trade show of 2019, hosted by Petroleum Connection. Infill Thinking is pleased to announce our participation as an exhibitor, panel speaker, and as event MC for the first day of the …

This chain of events may end quietly with little fanfare and that’d be great. But we’ll be keeping an eye out for additional filings here as it’s not every day we see this much action on the legal disclosure front… Login to see the full update… To read this update …

We first learned that Wood Mackenzie had conducted an independent study on the performance of local sand downhole in a tweet from Robert Clarke, the firm’s Lower 48 upstream research director who some of you may have met at our recent member meetup in Fort Worth. Respecting Robert and Wood …