Infill Thinking Lifting the O&G knowledge curve

In this data driven post, we discuss the bottoming trends in shale activity. 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 …

We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… …

  Takeaways from Public Companies on a key flow assurance issue creating a booming sub-sector in shale. 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 …

US Silica provided their outlook this morning and here’s what we took away… 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 …

From ProPetro this week, we heard … 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 …

We had a great experience at this week’s oilfield water connection conference in houston.  Here are 5 takeaways… 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 …

Sand market takeaways we learned from the 3Q Atlas earnings report… 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, …

A new approach to wellsite storage gained traction this year. Here we consider how many units could be up and running next year… 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. …

Data driven context for damp sand. 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 …

Chevron’s earnings this morning reminded us that two challenges we’ve written a TON about here at Infill Thinking are not dead. 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 …

A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …

Catch up on the key points in pressure pumping… 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 …

The company’s earnings report and call today suggested…   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 …

What’s the latest entrant in Permian sand mining up to? Something new? We discuss… 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 …

Context on what the latest E&P megadeal could mean for OFS… 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, …

Houston – November 2nd – our research team is speaking at the biggest executive event in oilfield water management of 2H23. 5th Annual Oilfield Water Industry Update ~200 senior decision makers from oilfield water (strong participation from C-suites and E&P execs) 2024 outlook will be in focus in this critical …

This week, Liberty talked quite a bit about.. 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 …

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …

Data driven context for rig count outlook… 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 …

We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …

An in-depth, behind the scenes look at a new brand coming to market under an established logistics umbrella to innovate in the wellsite storage market. 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 …

Supply chain data in the 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 expired, please …

Refreshing our upstream consolidation monitor after XOM/PXD, a few thing stand out… 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 …

More data-driven context for OFS implications in the XOM / PXD M&A deal now that it’s official. 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 …

More data-driven context for a possible 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 expired, …

Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway… 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 …

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 …

Quick hit from our big data update this week on D&C trends and forecasts… 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 …

We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P market. 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 …

Going through our D&C model this week, something that jumps out is… 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 …

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, …

Cost deflation has been a theme in the drilling and completions market this year, but one aspect of the frac supply chain is bucking the trend. 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 …

By The Numbers – Membership Resources Provided During 3Q23 In the 90 days ending September 30, 2023, the Infill Thinking research team: published 65 independent research updates, emailed 22 original Infill Thoughts newsletters to active members, conducted a survey on sand quality(see results) conducted an Eagle Ford field trip to …

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 …

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 …

A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds this week… 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 …

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 …

Data on differences in rig trends by operator type… 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 …

Want to know how many trucks are hauling Texas frac sand and who controls them? We did some work on that question this week… 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 …

More commonly called “infield mines” today, “mobile mini mines” were a concept that originally touted the ability to mobilize. Now, three years into the trend, we see an industry first mobilization getting underway… There’s a lot more to this story… Login to see the full update…  To read this update …

Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …

In this data driven post, we discuss the bottoming trends in shale activity. 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 …

Here’s what a whole bunch of folks in the know think about the importance of sand quality these days… 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 …

Here’s what a whole bunch of folks in the know think about the importance of sand quality these days… 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 …

Here’s what a whole bunch of folks in the know think about the importance of sand quality these days… 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 …

Whatcha think about the importance of sand quality vs. origin-destination pairing these days? 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 …

Big money water midstream deals are making a come back! 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 …

In this data driven post, we discuss the trend in Permian simulfrac activity. 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 …

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 …

US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …