Infill Thoughts

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… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

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… 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 …

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

+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… There’s a lot more to this story… Login to …

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… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

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… There’s a lot more to this story… Login to see the full update…  To …

Are we there yet? To the bottom of the worst downturn ever? 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 …