Infill Thinking Lifting the O&G knowledge curve
Graphing Oilfield Water M&A While Waiting For Deal Flow To Pick Up Again [H2O Chart Of The Day]
Latest Thoughts
An Eagle Ford Leading Indicator Surged In January – Positive For 2020 Frac Activity In South Texas
“ESG Fleets,” Attrition Ends? A Major Stops Fracing, & A Newbuild Order… It’s Been An Exciting Week In The Pressure Pumping Market
Oilfield Water M&A Deal News Slows In Early-2020. Why & What’s Next…
The Permian Basin’s Snow Day – Implications & Pics From The Deep Freeze This Week
Green Light On Bakken Local Sand Project
Hot On The Heels Of Hi-Crush’s Mobile-Mini Division Launch Comes Related News About A Potential Application
The Land Rig Leader Is Driving Commercial Model Change In US Contract Drilling
Permian Frac Sand Plant De-Rating [Chart Of The Day]
Sandemonium Aftermath – A Big Price Reset & The Most Commonly Asked Questions
What The Super Majors Had To Say About Their Prodigious Permian Plans Friday Morning
How Small? How Portable?… Some Friday Fun With A Mobile-Mini Mine Meme
Hi-Crush Rolls Into Frac Sand’s Final Frontier With Mobile-Mini Plant Division Launch
Great Turnout For Infill Thinking’s First Member Meetup Of 2020 [Photos]
Member Meetup Tuesday In Houston
From Late-2019 Strength To Early-2020 Strength For Permian Permits
Sandemonium Strikes Again
The Miniaturization Of In-Basin Frac Sand Greenfield Expansion [Chart Of The Day]
Greenfield News – More Bakken Local Sand Plans In The Works
Rolling Stone Blasted By O&G Trade Group After Hit Piece On “Hot” Oilfield Water
10 Oilfield Water & Frac Sand Specialists On The Move
Halliburton Has Sold 1/5th Of Their Frac Fleet “By The Pound” For Scrap Value
A “Quadfecta” Of Bold Last Mile Step-Change Promises – Any Of Which Could Upset The Apple Cart
Another Large Carrier Rolls Up Their Sand Hauling Operations
Schlumberger’s US Onshore Strategic Review Continues After A Mondo Rightsizing Round That Stopped Just Shy Of HHP Retirements
The Final Frontier In Frac Sand Logistics Optimization? [Out Think Special Report]
Something Big Is Brewing On The Infill Thinking Research Desk…
Please pardon our publishing silence over the past 24 hours or so… our research team is busy working on deep dive. One might say that our head is buried in the sand. It’s topical. It’s controversial. And it has massive implications for value creation / destruction in the frac supply …
Read More »5 Quick Tuesday Followups: Why ESG Matters, Utah Sand Update, Last Mile Capex Datapoint, E&P M&A, & Crude’s Nasty Reversal
Sandemonium Has Died Down, But Pockets Of NPT Remain Problematic
The Curious Case Of Reeves County’s Fall From Grace
Frac People On The Move During 2019
Who Plans To Drill On Federal Lands Soon… And Where [Map & Charts Of The Day]
In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
Quick Thoughts On Atlas Sand’s TX/NM Frac Sand Conveyor Project
It Wasn’t A December To Remember For The US Rig Count… And Maybe That’s A Good Thing!
A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
Pandemonium Erupts In The Texas Frac Supply Chain As 2020 Begins
This Permian Leading Indicator Bodes Well For 1H2020 [Charts Of The Day]
Iran Strike And Saber Rattling Dramatically Underscore The Big US E&P Dilemma In 2020
The Top 19 Stories Of 2019 In Frac Sand And Oilfield Water
The Final Frontier In Frac Sand Logistics Optimization?
Northern White Sand’s Rags To Riches To Rags Story… [Guest Post]
US Rig Count’s Christmas Miracle
Oilfield Water Deal Flurry As 2019 Winds Down Solidifies A Historic Year For Water Midstream M&A
The “Nice List”: 19 US E&P Operators To Keep An Eye On For 2020 Activity Growth
Hot Takes On The Frac Sand Industry’s Sustainability Struggle From A 30+ Year Veteran [Friday Guest Post]
It’s The Most Wonderful Time… For Tight Oil E&Ps With Change In Their Pocket & Long-Term Vision
Positive Read-Through For Both Felix Water And WPX 2020 Capex From Monday’s Big E&P M&A Deal
In Other News… Appalachia Hibernation, Buy Orange Pumps!, Frac Shutdown, Death By 1,000 Cuts For Irrational Projections?, Mine Hit Piece, & More…
2 Oilfield Christmas Carols For 2019: “I’m Dreaming Of The Next Upcycle” and “Jingle Bells, Wall Street Sells”
