Infill Thoughts

Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …

For the US land rig count, December 2019 was pretty mundane. Considering the downtrend in activity that dominated much of 2019 and the typical holiday headwinds that December brings, a boring month for the rig count was welcome! There’s a lot more to this story… Login to see the full update…  …

Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data on… 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. …

During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …

The oilfield industry has many similarities to sports. Both are cyclical. Both have lots of turnover in winning strategies and players. Both have their fair share of larger than life characters and dynastic franchises. And a continual evolution of best practices in both sports and the oilfield is fueled by …

In late-October, we noted that Patterson-UTI’s CEO Andy Hendricks predicted a modest increase in drilling activity in late-December. Andy might be preparing to take a victory lap now… Last week’s bounce is notable for three key reasons: it breaks… it’s bigger than… it bucks… There’s a lot more to this …

Plenty of water deal news continues to cross the wires as 2019 draws to a close. And what a year it’s been for water midstream M&A. This week deals announced by three buyers take the deal count we track up to X significant water midstream transactions in 2019 vs. only …

With lumps of coal in every oilfield stocking this holiday season, it’s easy to overlook the bright spots. There are some bright spots though. Not every E&P operator plans to slash investment next year. In fact, some are planning to increase spending, or at least talking optimistically about their growth …

If you’ve been around the pressure pumping business for a while, there’s a good chance you know today’s guest contributor. His post addresses the future of frac sand and the industry’s current struggle for sustainability in a thought-provoking way. There’s a lot more to this story… Login to see the …