Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …
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How Much Oil Price Pain Will E&Ps Endure Before They Cut Crews & Rigs?
Company by company sensitivity to oil price analysis plus some big picture thoughts… 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 …
Read More »Public E&P Well Data Analysis 1Q25 [Operator Handbook Series Part 3 / 3]
This is an installment in our highly regarded “Operator Handbook” research report series, which summarize operator-by-operator 2025 campaign details in three parts. This is the final installment in the series and focuses on well data disclosed by the E&Ps for 2025 programs including costs, lat length, design, and productivity as …
Read More »Public E&P Production Data Analysis 1Q25 [Operator Handbook Series Part 2 / 3]
Who’s working what where? 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 our current …
Read More »1Q25 Rig & Crew Count Guidance From The E&Ps [Operator Handbook Series Part 1 / 3]
Who’s working what where? 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 our current …
Read More »Power Moves – Analysis On Off-Grid Power Gen Diversification In OFS [Out Think Special Report]
Mobile nat gas fueled power gen equipment is a trending growth avenue attracting multiple oilfield service firms in the Lower 48. Here’s a must read primer on the rapidly evolving competitive landscape… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Your 4Q24 Public Shale Operator D&C Campaign Handbook
Who’s working what where? 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 our current …
Read More »Public Shale Operator 2024 Campaign Index [43 E&P PROGRAM NOTES]
Who’s working what where? 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 our current …
Read More »ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure
A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …
Read More »With U.S. Silica On The Verge Of Going Private, Who Was “Party B”? Detective Work Points To…
We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far this year… 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 …
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