Latest Thoughts

Green Light On Bakken Local Sand Project

In a meeting on Wednesday morning, county officials approved the latest… 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 here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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Permian Frac Sand Plant De-Rating [Chart Of The Day]

Permian sand plant staffing reductions effectively de-rated production capacity in 4Q19. The trend in this chart helped set up the supply crunch we’ve dubbed Sandemonium when customer budgets reset seasonally in January… Login to see the full update… To read this update and receive our research newsletters, you must be …

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What The Super Majors Had To Say About Their Prodigious Permian Plans Friday Morning

This morning both Chevron and Exxon hosted conference calls. These are our key takeaways… 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 here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Member Meetup Tuesday In Houston

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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From Late-2019 Strength To Early-2020 Strength For Permian Permits

From strength to strength in January for this important West Texas drilling activity indicator.. 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 here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Sandemonium Strikes Again

Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 here. (Current …

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Schlumberger’s US Onshore Strategic Review Continues After A Mondo Rightsizing Round That Stopped Just Shy Of HHP Retirements

4Q19 earnings season is officially underway in the oilfield with Schlumberger’s call kicking things off this morning. Three months ago, their last earnings conference call prompted us to ask: What Is Schlumberger Going To Do With Their North America Business? Since then, we’ve all heard the speculation that… Login to …

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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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The Final Frontier In Frac Sand Logistics Optimization?

In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… Login …

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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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