Latest Thoughts

Interim Covia CEO “Won’t Be A Caretaker” – Meanwhile A HUGE Contract Buyout, Pricing, & Last Mile Talk…

Big changes at the biggest sand company in the US. 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 New …

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OxyDarko It Is As Chevron Walks With Their Billion…

As our newsletter this past Tuesday predicted, Chevron walked…. 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 New angles …

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Horizontal Rigs Down, Tight Oil Production Up [Chart Of The Day]

  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 New angles on stories you’ll only find here No advertisements, …

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Labor Strike Shuts Down A NWS Plant Temporarily

Here’s the latest on a plant worker strike that is impacting NWS supply. 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 …

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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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