Latest Thoughts

Smart Hauling At Big Blue [Silica Valley Series]

This is the fifth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …

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10 Frac People On The Move

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. There’s a lot more to this story… 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 …

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What’s Next For Emerge?

Today’s news was widely expected. It’s what comes next that’s less clear. There’s a lot more to this story… 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 …

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Happy Networking, Dealmaking, Debating And/Or Tax-Paying…

On Monday April 15, 2019, most Infill Thinking readers are either: There’s a lot more to this story… 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 …

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8 Takeaways From SPE’s Permian Symposium

Infill Thinking was honored to participate and attend the SPE’s Permian Symposium in Houston yesterday. Special thanks to all the events organizers and presenters – it was a great experience and we learned a ton. To all the Infill Thinking members we ran into, it was great seeing you in …

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The Ten Most Read Infill Thinking Updates Of 1Q19

During 1Q19, the Infill Thinking team: sent members 26 e-newsletters published 90 original research updates issued 17 data releases to Think Sheets® members hosted 3 member meetups across Texas, welcoming north of 80 members to share coffee and conversation spent a week in the Permian conducting boots on the ground …

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In Other News… Jump-starting Greenfield Construction?, Big Blue, Unbundling Nuggets, LML Notes, Rockies Rife With Regulatory Risk…

In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. There’s a lot more to this story… 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 …

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Aqua Men-Startups & Stalwarts Will Reshape Oilfield Water

The sense of urgency and rapid changes that now characterize the produced water space are attracting a host of new players. Startups are joining stalwarts in bringing new ideas, infrastructure aggregation concepts, and plenty of dry powder to the table. It’s early days for the oilfield water midstream model… so …

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Whistling Past The Graveyard [Chart Of The Day]

Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… To read this update and …

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