Infill Thoughts

Are we there yet? To the bottom? 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 New angles on stories you’ll …

This is a firm we’ve flagged as a potential restructuring candidate in several recent posts (most prominently in a newsletter last week when we wrote “all eyes turn to Covia to see if they announce restructuring”). Today, we provide analysis of the news… Login to see the full update… To …

By The Stats – Membership Resources Provided During 2Q20 In the 90 days ended June 30, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup …

Our guest post this week comes from the Fort Worth desk of Paul Shearer. His post is our second guest contribution this month that comes from a frac sand specialist on the open market who also majored in journalism. That’s an Infill Thinking Friday guest post series first, and it …

  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 New angles on stories you’ll only find here No advertisements, no …

Where is the rig count going to strike bottom and how high will it go in the next cycle? We discuss this and other key issues in land drilling with the insight of the top land rig CEO Login to see the full update… To read this update and receive …

We recently published data showing how the upstream industry’s conversation on critical structural issues has been interrupted by the immediacy of a dual-threat crisis (pandemic + oil price crash). In reality, that data is just the tip of the iceberg… Login to see the full update… To read this update …

Eric Barton probably needs no introduction among Infill Thinking’s readership. He is a well-known frac sand sourcing veteran who has spent close to a decade in supply chain and procurement roles for publicly traded E&P operators. Eric was one of the early pioneers of the now widespread direct sourcing strategy, …

What happens to land rig contractor market share when the rig count gets demolished? These visuals explain the company-by-company fallout. 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 …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… Login to see the full update… To read this update and receive our research newsletters, you must be a …