Quick Thoughts

We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update…  To read this update …

In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… Login to …

What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story here… 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, …

Market intel on the local frac sand supply stack. 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 …

Big changes at the biggest sand company in the US. 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 …

As our newsletter this past Tuesday predicted, Chevron walked…. 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 …

Market intel on the Brady frac sand supply stack. 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 …

Just days after a customer popped the cork on news that a big frac outfit may be rolling out an electric frac fleet, another pressure pumper has jumped on the e-frac bandwagon. There’s a lot more to this story… Login to see the full update…  To read this update and …

Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at Infill Thinking… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The proxy contest for the vacant Trustee seat on Texas Pacific’s board has only heated up since we first wrote about it here several weeks ago. Over the past week, jabs have been flying left and right, fast and furious. So rather than writing up each swing, we figured a …