Infill Thinking Lifting the O&G knowledge curve

This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …

Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23…   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 …

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 …

We drove out to the site of a brand new Eagle Ford frac sand mine this week… here’s what we know about this location. 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 …

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 …

We caught up with a Bakken new entrant and learned a lot of new details 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 to Infill …

Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …

Reaction to news on the regulatory front pertinent to frac 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, …

A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector… There’s a lot more …

DSL update after following up with a variety of industry contacts post-USFWS decision… 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 …

DSL update… 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 options …

By The Numbers – Membership Resources Provided During 2Q23 In the 90 days ending June 30, 2023, the Infill Thinking research team: published 70 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, conducted a survey collecting responses from nearly 100 members (see results) regularly updated Lium …

OCTG outook… 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 options …

Earthwork is underway on the most radical logistics concept ever seen in the frac supply chain. 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, …

We isolated just the E&P responses in our recent 2023 oilfield outlook survey to focus on what the customer expects 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. If …

We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead 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 membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about opportunities in the market they work in now… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about risks to the market they work in now… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

3 weeks ago we wrote that RIFs might be returning to the oilfield… today that report was confirmed by a large pumper. 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 …

We discuss an interesting M&A deal in the sand world… 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 …

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 …

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …

Will industry consolidation stop with the NEX/PTEN merger? That seems unlikely to us… 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 …

NEX/PTEN merger wasn’t the only M&A deal making ripples in frac today….   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 …

Thinking about market implications of the NEX/PTEN merger….   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 are we seeing in drilling trends? 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 membership has expired, please email …

We’ve recently had a few inbound questions from Infill Thinking members about refracs. This is something that has always hung around in the background of the completions business – gets some buzz occasionally, but remains a relatively small (dare we say immaterial) part of the overall completions space. In this …

In an Infill Thinking data update, we take a look at what’s left in the tank for 2023…   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 …

In an Infill Thinking exclusive, we caught up with the team behind an interesting new wellsite innovation in the frac supply chain. 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 …

In an Infill Thinking data update, we take a look at what’s left in the tank for 2023…   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 …

What’s Exxon going to do with their sand strategy? We continue the discussion from last week here… 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 …

What are we seeing in drilling trends? 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 membership has expired, please email …

What’s Exxon going to do with their sand strategy? We discuss here… 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 …

Are RIFs returning to the oilfield? 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 …

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 …

Here’s a good rule of thumb for thinking about geo-markets in the Lower 48 frac landscape. 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, …

A quick hit piece on frac sand price trends in the S TX spot 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 a member. If you are new to Infill Thinking, or …

A look at the production driver data for South Texas Sand plants… 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 …

We’ve identified new frac sand production facilities coming to market in the Eagle Ford…   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 …

This week, we attended the large oilfield conference in Ft Worth. We enjoyed seeing industry friends and here is some of what 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 …

When customers merge, it’s always good to know who’s been working for who….   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 …

After attending the big water conference in Cow Town this week (key themes recap), we are back in Ft Worth again next week for the “Super DUG” trade show. We look forward to seeing many of you there, and will have a recap of takeaways next week. Here are 10 …

This week, we joined more than 350 of the water midstream industry’s top pros for a productive couple day of learning and networking at the Forth Worth Convention Center during the 3rd Oilfield Water Markets Conference. It was great to see many Infill Thinking members there! The oilfield water industry …

We digested new datapoints from ProFrac last 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 to Infill Thinking, or your membership has expired, please email us …

What are we seeing in drilling trends? 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 membership has expired, please email …

How busy are sand mines these day? Very busy! 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 …

Thoughts on E&P spending for 2023… 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 …

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 …

A second E&P has adopted a fascinating novel approach to wellsite sand storage… 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 …

On ProPetro’s conference call last 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 …