Infill Thoughts

Several months ago, land drillers were very positive on the outlook. Since then, the completions industry has guided lower. How long will the land drillers stay positive? Here’s the latest thematic guidance. There’s a lot more to this story… Login to see the full update…  To read this update and …

In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. 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, …

Infill Thinking members can log in to see another exclusive report. This time, we report on the newest Permian mine startup before the official announcement, which we expect to make headlines elsewhere later this week. There’s a lot more to this story… Login to see the full update…  To read …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …

While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …

The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …

In this update, we share feedback from local sources on the latest townhall meeting hosted by a mining company working on building a new frac sand plant in northwestern Oklahoma. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment… 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 …