Infill Thoughts

How Many Truck Trips Are “Midland’s Minis” Saving?

As in-field frac sand mining proliferates around Midland, sand traffic is declining. In this post we do some math on how much… 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 …

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Quarter In Review: Infill Thinking’s Top 10 3Q22 Updates

By The Stats – Membership Resources Provided During 3Q22 In the 90 days ending Sept 30, 2022, the Infill Thinking research team: published 67 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …

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Stress-Testing The 2023 Shale Outlook As Oil Sinks Below $80

This is a brutal day in the markets with asset values melting down and oil getting hammered ($78 as of this writing). Buckle up, the ride could get bumpy as this new dose of volatility intersects with year-ahead budget / planning season. That said, if there’s one thing oilfield pros …

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New Damp Sand Plant Now Open Near Kermit [Exclusive]

We’ve got an exclusive scoop on a new frac sand plant opening in the Permian Basin this week. 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 …

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Frac Sand & Oilfield Water M&A Rumor Mills Each Heating Up

Chatter about potential deals is heating up in two of shale’s critical path functions… 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 …

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Cash Is King

It’s much easier to spend growth capital when each well drilled and completed is a smaller and smaller percentage of your cash on hand! So how’s that looking for the various oilfield participants? There’s a lot more to this story… Login to see the full update…  To read this update …

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E&P D&C Fleet Tracker

We have rounded up a series of operator-by-operator fleet data…. 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 …

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A Dozen Frac Supply Chain Quick Hits

We are picking up some interesting chatter in the frac supply chain… 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 …

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Shale E&P Deal Count Is Spiking In 2022 [Charts Of The Day]

Investment bankers have been BUSY making deals happen in E&P during 2022. Here’s a data driven update on the situation… 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 …

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