Our desk is churning out the research this week full steam ahead… 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 …
Read More »Quick Thoughts
Developmental Capex Is Not Keeping Up With Acreage Swelling Via M&A [CHART OF THE DAY]
In this data driven post, we discuss the trends in a key oilfield activity driver. 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 …
Read More »The E-Fleet Orderbook Finally Takes A Breather…[Data Alert]
Insight on a key trend in frac hydraulic horsepower supply and mix. 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 …
Read More »The Next Big Thing In Energy Speculation Is Blurring Industry Sector Lines [Project Watch List]
An emerging trend focused on the data center buildout is blurring industry lines between: oilfield tech… … 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 …
Read More »3 Interesting Frac Market Wrinkles To Watch As The Cliff Looms
It’s hard to believe, but the fourth quarter is now less than 2 weeks away. We think through some important frac market trends as we head into it… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Permian Simulfracs Reach A New Milestone [CHART OF THE DAY]
In this data driven post, we discuss the trend in Permian simulfrac activity. 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 »7 Frac Sand Quick Hits: People, Power, Prices, Production, Processing…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »Haynesville Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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, …
Read More »In Other News… A Closure In Frac?, New Last Mile Headache, Will Trucking Turnaround, Off-Grid Power BOOM, Carrier Exits, People, & More…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »Eagle Ford Local Sand Supply & Pricing Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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, …
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Infill Thinking Lifting the O&G knowledge curve