It was great to see so many Infill Thinking members at the largest frac supply chain trade show of the year last week. Here’s the good bad and the ugly we walked away with about the underlying themes driving today’s frac sand marketplace… Login to see the full update… To …

After reporting last week that Black Mountain has sold… 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 New angles on …

In this week’s regular rig count update, we put the spotlight on… 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 …

After the frac sand conference in San Antonio this week, we took a detour on our way back to Infill Thinking’s Dallas HQ to visit… 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 …

This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. Login to see the full update… To read this update and receive …

Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. 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 …

We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this 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 expired, renew here. (Current members login here.) Members get …

Although the oilfield is still dragging bottom and the capacity overhang will linger on for a while, it’s not too early to begin thinking about recovery trajectories. To do that, we turn to…. Patterson-UTI yard in the Permian Basin in October 2021 – feature image photo credit: Red Wing Aerials, …

There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… 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 …

Historical and projected spending trends in natural gas basins… 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 New angles on …

Want to know what to expect for the rest of the year in the US onshore oilfield? This data-driven update is a must read… 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, …

As bad as things have been in the US drilling market, Canada has been a real slog this year. In this update, we provide a short briefing on trends there and what could come next… Login to see the full update… To read this update and receive our research newsletters, …

When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 …

And the big buzzword in E&P this earning season is….??? There’s several, but… 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 …

3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… Login to see the full update… To read this update and receive our research newsletters, you must …