The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… Login to see the full update… To read this update and receive our …

In 2017, we recognized Reeves the “most drilled” and “most improved county in the Permian in this update, which we titled: “More Rigs Have Been Activated In Reeves County In 2017 Than In The Entire Bakken.” Here in 2020, we find ourselves writing a very different assessment of activity in …

In a recent year-end review, we shared our top 19 stories from 2019 in frac sand and oilfield water as measured by membership interest. Before we leave 2019 behind and fully focus on the new year, we have one more year-in-review recap for you. This one summarizes the installments in …

A couple of months ago, we analyzed the E&P industry response to frac ban rhetoric by the democratic primary candidates. We also quantified drilling activity on Federal lands, estimating that O&G wells spud on Federal Land have comprised approximately X% of US onshore drilling activity. The next logical questions to …

In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …

Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …

For the US land rig count, December 2019 was pretty mundane. Considering the downtrend in activity that dominated much of 2019 and the typical holiday headwinds that December brings, a boring month for the rig count was welcome! Login to see the full update… To read this update and receive our …

Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

With 2019 in the books, we spent some time over the weekend becoming more encouraged about 2020 as we updated our data 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 …

During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …

The oilfield industry has many similarities to sports. Both are cyclical. Both have lots of turnover in winning strategies and players. Both have their fair share of larger than life characters and dynastic franchises. And a continual evolution of best practices in both sports and the oilfield is fueled by …

Hundreds of oilfield decision makers came to our member meet-ups in 2019 (these are included with your subscription). Will you be there when the industry’s smartest minds and leading executives gather again with us in 2020? Login to get the details on our first gathering of the new year and …

In late-October, we noted that Patterson-UTI’s CEO Andy Hendricks predicted a modest increase in drilling activity in late-December. Andy might be preparing to take a victory lap now… Last week’s bounce is notable for three key reasons: it breaks… it’s bigger than… it bucks… Login to see the full update… …

Plenty of water deal news continues to cross the wires as 2019 draws to a close. And what a year it’s been for water midstream M&A. This week deals announced by three buyers take the deal count we track up to X significant water midstream transactions in 2019 vs. only …

With lumps of coal in every oilfield stocking this holiday season, it’s easy to overlook the bright spots. There are some bright spots though. Not every E&P operator plans to slash investment next year. In fact, some are planning to increase spending, or at least talking optimistically about their growth …