Infill Thoughts

We just got a massive download on the Lamesa mine owned by U.S. Silica… 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 …

If you care about “unleashing US LNG”, natural gas production trends in general, or doing business in the Appalachian shale markets, then you should consider coming out to Pittsburgh with us this July 29th for the Oilfield Water Connection conference. Already, the vast majority of the region’s shale gas E&P …

Today we are in Houston meeting with oilfield market participants engaged in the industrial minerals supply chain for drilling and completions at the IMFORMED conference. Here is some of what we have learned at the event so far… There’s a lot more to this story… Login to see the full …

What to expect in rig count and DUCs going forward? We discuss… 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 …

This week, we attended the large oilfield conference in Ft Worth. We walked in with 7 key themes in mind and tested these in conversations with industry contacts at the event. Here is what we learned about the tight oil narrative for 2H22+… There’s a lot more to this story… …

Latest tallies on frac fleet counts by operator… 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 …

Earlier this week, we wrote about sand mines coming to southeastern New Mexico. After some investigative journalism, we’ve learned a lot more than we knew earlier this week! There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Looks like somebody’s gonna build a sand mine in New Mexico.. 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, …

E&P spending plans are evolving rapidly… 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 …

In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead. 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 …