Infill Thoughts

Sandemonium Has Died Down, But Pockets Of NPT Remain Problematic

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 …

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The Curious Case Of Reeves County’s Fall From Grace

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 …

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Frac People On The Move During 2019

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 …

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The Top 19 Stories Of 2019 In Frac Sand And Oilfield Water

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 …

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Northern White Sand’s Rags To Riches To Rags Story… [Guest Post]

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 …

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Our First Member Meetup Of 2020 Will Be In Houston On January 28th

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 …

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US Rig Count’s Christmas Miracle

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… …

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