Thinking Ahead

A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …

What do you expect during frac sand earnings season? Here’s what we expect… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Some of the most important numbers of early-2019 are trickling out and we’re tracking them here so you don’t have to. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) …

Rig count still matters and we frame thinking about the next couple releases in this update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

WTI at $42 on Christmas Eve was something that that almost no one expected on Halloween. The chief debate that oilfield suppliers are grappling with in early-January is how macro volatility will impact 2019 E&P capex spending, and as such, jolt the addressable US onshore market. We provide analysis in …

Equally as important as the 2019 spending program figures being released this season is the accompanying management commentary. In fact, this is actually more important than the headline numbers in some cases. We discuss what has caught our eye so far in the 2019 planning season and also provide readers …

What’s in store for the oilfield service addressable market in 2019? We’ve got must-see data and analysis in this update as the outlook for next year is floating in uncertain waters at this point in time. There’s a lot more to this story… To read this update and receive our research …

The past couple years of shockingly expedient frac sand disruption has taught us to expect the unexpected and never say never. Could a new concept proposed by an Infill Thinking reader be the next big game-changing step change in this unbelievably dynamic market niche? There’s a lot more to this …

In Infill Thinking’s big 2019 logistics preview last week, one of the topics we broached was whether late entrants in the frac sand wellsite solutions market will be able to displace the incumbent new gen solutions. We wanted to elaborate on that a bit today. Is it enough to simply build …

We are previewing key themes for 2019 that will help shape and influence last mile logistics for completions across the Lower 48. In this piece, we address how frac crew efficiency gains impact logistics, the first US last mile solution to go overseas, software, the biggest pain of direct sourcing, …