Latest Thoughts

Quick Thoughts On OFS If XTO Buys Pioneer

Quick thoughts on OFS implications in a XOM / PXD M&A deal… 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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ProFrac Studies Sand Spinoff

ProFrac has built up a big business in sand. What they do next could get interesting… 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, …

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A Local Sand Question Answered…

We’ve learned more about a datapoint mentioned in recent Infill Thinking research. 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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Railed Damp Sand To New Mexico Is On Hold

A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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 …

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IPO For A Sand-Free Fracing SCOOP/STACK E&P

Interesting E&P deal in the works… 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 email us to discuss …

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Live From New York… It’s Shale Outlook Time!

With the rubber hitting the road on 2024 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …

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OnCore #8 In The Works?

We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 …

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Important ESG Fleet Litigation News Today…

Shortly after our data-driven look at ESG fleet trends earlier this week comes a big headline from the courtroom. 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 …

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The Latest D&C Fleets Operator-By-Operator

Who’s working where? 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 email us to discuss our current subscription …

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Here’s The Latest Frac Crew Counts By Pumper

A round up below of fleet counts… 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 email us to …

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E&P Talk About Service Cost Relief

We expected E&Ps would talk more specifically about service cost deflation expectations this quarter… here’s what we’ve heard so far. 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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People On The Move – Frac Sand Leadership Changes

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some changes at a leading sand company. There’s a lot more to this story… Login to see the full update…  To read this …

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