Infill Thoughts

Big 2023 Rig Count Predictions Fading

Predicting the rig count is hard to do… here’s a brief recap of some notable recent predictions and how they are evolving as the oilfield activity cycle enters a more stable phase. There’s a lot more to this story… Login to see the full update…  To read this update and …

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Who Controls Lower 48 Local Sand Supply? [Chart Of The Day]

Who controls the nameplate capacity in the Lower 48 local sand market? We quantify share and share some observations about the supply stack’s ownership. 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 …

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5 Shale Wildcards That Could Make 2023 Real Interesting

Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …

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Opportunities On EOG’s Assets In 2023

As most of you reading this know, EOG is critical to the addressable market in oilfield service. In this update we go asset by asset and digest the management’s development philosophy and perspective on their different plays. There’s a lot more to this story… Login to see the full update…  …

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The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt

Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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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Infill Thinking’s Top 22 Market Intelligence Updates Of 2022

2022 was a busy year and a good year in shale all around. E&Ps and OFS verticals in most basins enjoyed growth. With 2022 drawing to a close, here are some statistics on the member resources Infill Thinking provided during 2022 followed by a list of the most popular research …

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