Infill Thoughts

Backward & Forward Thinking On 2021/2022 Drilling Activity Trends

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Looking Back Before We Look Ahead

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. Login to see the full update… …

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2022 US Oilfield Outlook Survey – Upcycle Maturation

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Screening Earnings For Frac Sand Market Intel

This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… Login to see the full …

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New Datapoints That Advance The U.S. Oilfield Water Narrative

One thing we found interesting this earnings season was that nobody talked about the…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Who’s Drilling The Wells You Frac?

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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“Permianflation” & Fleet Tracking Part Two

Following up on two recent pieces of high value research with more datapotins further to the trends. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

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Counting Frac Crews & Rigs By Company

Counting, counting, counting all the crews, one by one they add up! Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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10% Upside To Rig Count In 4Q21 E&Ps Say

Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count data… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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BIG News For The Marcellus Shale Frac Supply Chain

Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more). It only took 3.5 years, but fast forward to today and …

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