Latest Thoughts

This Friday And Next Are The Most Important Baker Hughes Rig Count Releases Of The Year

Rig count still matters and we frame thinking about the next couple releases in this update. 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 High-caliber, data-driven …

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Direct Sourcing Adoption Trends [Chart Of The Day]

Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …

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How Long Can Lower 48 Derricks Defy Gravity?

The US onshore rig count per Baker Hughes GE was up 2 rigs last week to 1,052 active. What gives? 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 …

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Another Day, Another New Chesapeake Vendor

They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you here. 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 …

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Of Spending And Sand [Chart Of The Day]

Today, we extend our coverage of the 2019 oilfield outlook by responding to a question readers have recently asked us about the addressable market for frac sand. 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 …

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Who Does Smart Sand’s Revenue Come From? [Chart Of The Day]

In light of recent contract enforcement news, we constructed this time series on a sand producer’s key customers. 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 …

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The Top Infill Thinking Updates Of The Year 2018

During a busy 2018, Infill Thinking shipped approximately 100 e-newsletters, issued upwards of 350 research updates, and hosted 7 member meet-ups around the oilfield.  Membership on InfillThinking.com increased 50% in 2018, and our team grew too with key hires on our research desk and member relations department. We also launched a …

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It’s Beginning To Look A Lot Like Optimization [An Oilfield Christmas Carol]

Click The Play Button Below And Crank Up The Volume https://www.infillthinking.com/wp-content/uploads/2018/12/Its-Beginning-to-Look-Like-Optimization-Infill-Thinking.mp3 As You Listen… Adapting Christmas classics to oilfield trends is a holiday season tradition here at Infill Thinking. Last year was Twas The Frac Before Christmas. This year we found inspiration in the carol It’s Beginning To Look A Lot …

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DUCs Have Doubled Since The EIA Began Tracking Them

In this week’s weekly rig count update, we take a look at trends in DUC inventory. 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 High-caliber, data-driven …

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People On The Move: A Notable Completions Supply Chain Hire & A Second Order Disruptive Threat From Direct Sourcing

In this update, we shine a spotlight on the latest high profile “talent swing” in the completions supply chain. 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 …

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In The News: Infill Thinking Insights Cited On Rail Service Changes

Infill Thinking insights were cited in an in-depth article published by Wisconsin State Journal writer Chris Hubbuch over the weekend. In part, Hubboch’s story discusses how recent changes in rail service options available to Northern White Sand producers are rippling through the logistics value chain, quoting Infill Thinking research. We first …

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Pre-Frac Water Recycling Leaderboard [Chart Of The Day]

The water recycling stigma in the frac supply chain has been pretty much squashed this year. 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 High-caliber, data-driven …

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Proppant Inventories Swell

Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …

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2019 Last Mile Preview: Wet Sand Fracs, Leapfrogging, Micro-Optimization, The “New New Gen” Solutions, Hauling Inflation, and more… [Part 3/4]

We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

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The Evolution Of Last Mile Logistics [Chart Of The Day]

Today, we thought it’d be interesting to take a look at a timeline of the last mile S-Curve shift. The result was interesting. 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 …

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The Brady Brown Mothballing Epidemic Spreads

Over the weekend, we wrote about the closures at Covia’s Voca plants, which were subsequently announced by the company. But that’s not all… the Brady mothballing trend has escalated further this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

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Live Takeaways From The Covia Call Wednesday: Last Mile, Demand Forecast, In-Basin Ramp, and NWS Pricing Comments Were Notable

Covia management is hosting their 3Q18 earnings conference on Wednesday 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 High-caliber, data-driven analysis and commentary New angles …

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