Latest Thoughts

Universal Starts Pumping In-Basin Sand; Sees E&Ps Testing And Adopting It, Not Rejecting It…

Check out what Patterson-UTI management said about local sand usage last 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 High-caliber, data-driven analysis and commentary New …

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Pioneer The Permian Pure Play: 2018 Capex Will Be 10% Above Adjusted 2017 Spending

We break down Pioneer’s Permian news from yesterday evening. 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 on stories …

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A Permian Door Opens As A Brady Door Closes

Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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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In The News & On The Road…

In The News: Infill Thinking Insight Featured In Nationwide NPR Marketplace Broadcast Infill Thinking founder Joseph Triepke was interviewed this week by NPR’s Marketplace for a feature piece on Permian E&P growth. The piece aired from coast to coast on Wednesday January 31, 2018. We invite you to take a …

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Permian Basin SWD Conference Call Takeaways

A few key points we found fascinating on the Permian basin produced water market and SWD situation in this update from a webinar hosted by Digital H2O on Wednesday. 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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5 Quick Hits From The Latest Oilfield Service IPO Filing: More Frac Newbuilds, Follow-Me Rigs, Silica Regs and more…

Diversified oilfield service provider Quintana Energy Services Inc. filed an amended S-1 this week for their $160mm IPO. The company operates a diverse roll up of product service lines consisting of directional drilling, pressure pumping (209k frac HHP), pressure control, and wireline services. From Mid-Con roots, Quintana’s footprint has spread …

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A Permian New Entrant Just Permitted A 2nd West Texas Mine, Pushing The Total Potential Local Plant Count To 24

Get all the details on the Permian’s latest frac sand mine to be announced… 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 …

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Patterson-UTI High Spec Drilling Rig Explodes In Oklahoma, 5 Missing. [Update]

Breaking news of the worst kind out of southeastern Oklahoma. 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 on …

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New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…

Who’s looking to get in on the hydraulic fracturing boom? We discuss 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 analysis …

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‘Twas The Frac Before Christmas

A little holiday cheer from your friends at Infill Thinking ‘Twas the frac before Christmas, when all around the well Not a frac hand was stirring, or even a DSL; The frac sand was late, stored at transload with care, In hopes that a pneumatic trailer soon would be there. …

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