Quick Thoughts

A last mile system design new to the Lower 48 but experienced abroad made its Permian debut and we think about clues around the “who”… 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 …

South Texas frac sand market has taken a turn for the worse if you are buying sand… 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 …

A last mile system design new to the Lower 48 but experienced abroad makes it’s Permian debut… 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 …

2022 budget analysis… 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 subscription …

“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 …

Although the mainstream press will focus on the massive spot oil price spike (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the… There’s a lot more to this story… Login to see the full update…  To read this …

The Sea Change Is Happening Lightning Fast On Friday afternoon we wrote about the beginning of a great sea change in sentiment towards oil and gas – a sea change that will challenge the capital discipline theme in a way that no oil price, no matter how high, ever could. …

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Today we have updated our Permian sand plant database for several new in-field facilities. Here are key takeaways… 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, …

  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 subscription options at [email protected]. (Current …