Quick Thoughts

Another E&P is warming up to handing off their in-house water assets and could divest their water infrastructure to the third-party water midstream industry in the near-term… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. There’s a lot …

Digging into the public record, we’ve unearthed new details on the latest Rocky Mountain greenfield frac sand project… 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 …

Friday’s 3Q19 earnings report and conference call from Schlumberger were of much greater interest than usual for US oilfield service market participants for two reasons: …. 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 …

In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… 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 has confirmed that an LOI on a sales agreement has been signed on a West Texas ranch at the center of a bidding war, family controversy, and the oilfield water frenzy. There’s a lot more to this story… Login to see the full update…  To read this update …

In the ongoing legal dispute between company X and company Y over intellectual property… two notable responses from both parties to a judgement in the past 24 hours. There is also another separate and ongoing IPR dispute in the same sector between… There’s a lot more to this story… Login …

Sunday was not a day of rest for most folks who think about the oil and gas industry for a living. We’ve never seen so many weekend news updates and research notes hit our inbox, and for good reason. In the days (and possibly weeks) ahead, you will see countless …

The Delaware Basin is the epicenter of the oilfield water revolution for several reasons including its concentration of unconventional activity and high water cuts relative to other plays in Texas and the Lower 48. As a result… There’s a lot more to this story… Login to see the full update…  …