Latest Thoughts

A(n Underground) River Runs Through It [Guest Post]

Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …

Read More »

Permian Perspectives Part 5 – Last Mile & Wellsite Points

Our latest round of Permian market intelligence focuses on datapoints in frac sand’s last mile and wellsite handling market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

Read More »

E-Fleets Back In The News…

US Well Services, one of a handful of electric frac fleet technology pioneers, hosted their first earnings conference call as a public company yesterday. A couple things stood out to us, including … There’s a lot more to this story… To read this update and receive our research newsletters, you …

Read More »

A Wall Of Water Is Coming…

Two weeks ago in Midland, the Infill Thinking team accounted for 2 of the 513 attendees at the PBWIEC water conference. This was the second year in this event’s history, and conference attendance was up 17% y/y. The organizers of PBWIEC, a not-for-profit conference, are providing a much needed service …

Read More »

New Pressure Pumping Points In An Old Narrative

As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… To read this update and receive our research newsletters, you must …

Read More »

OCTG 1H2019: Is The Writing On The Wall? [Guest Post]

Susan Murphy knows OCTG. She is also a repeat contributor to Infill Thinking’s Friday guest post series and a fellow “petro-nerd” who we always enjoy comparing notes with on oilfield trends. Here’s how she sees the business climate in this important vertical as 2019 gets underway… There’s a lot more …

Read More »

Keane Idles Three Spreads While Pushing A New “Whisper Fleet” For The DJ Basin [Live Blog…]

We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call this morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

Read More »

Our Dallas Members-Only Meetup

About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …

Read More »

US Onshore Drilling Outlook Remains “Fluid” Six Weeks Into 2019

Summarizing a leading land contract drillers’ rig count outlook, here are the most salient points from last week’s discussion…. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

Read More »

E&P Budget Revision Risk Bites

This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending trends as a whole. There’s a lot more to this story… To read this update and receive our research newsletters, you …

Read More »

Micro Proppant, HHP Orders, Direct Sourcing Details, Deflation, Majors In Shale, and Other Interesting Market Intel Tidbits This Week [Top 10 List]

Check out a top ten list of the latest market intel tidbits we rounded up this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

Read More »

1st Member Meetup Of 2019 In Houston 2/5/19

Well over 100 Infill Thinking members turned out for our various member meet-ups in 2018, which were enjoyed by all. We are looking forward to seeing you at our events around the oilpatch throughout 2019. Login to get the details on our first gathering of the year… There’s a lot …

Read More »