Quick Thoughts

Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge this week… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

What happens in the Permian makes it to the Infill Thinking newsletter, especially when we drive 1,200 miles across the basin in two days gathering intel for readers! Check out an update on a sand plant in this post. There’s a lot more to this story… Login to see the …

This week in the Permian, we laid eyes on the frac sand industry’s newest plant… 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 …

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. …