Thoughts For Subscribers

Data Note – Permian Frac Sand Supply Analysis

We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. …

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It’s “No Sand November” In The Eagle Ford

Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. …

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San Antonio Sand Conference Takeaways

We very much enjoyed interacting with everyone in San Antonio for the Petroleum Connection’s sand conference this week. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here this week. There’s …

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Who Else Is ProFrac Buying?

As M&A rumors swirl, we take a look at some recent disclosures that offer some interesting clues about future announcements… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are …

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War On Talent Easing In The Oilfield?

After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a …

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Our 2023 US Oilfield Outlook Survey Is Live!

By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be …

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5 Key Oilfield Water Takeaways From Houston

On Wednesday, Oct. 5th, we spent the day with the water midstream industry at the Houstonian… here is some of what we learned. CONFERENCE WEBSITE> There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be …

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Quarter In Review: Infill Thinking’s Top 10 3Q22 Updates

By The Stats – Membership Resources Provided During 3Q22 In the 90 days ending Sept 30, 2022, the Infill Thinking research team: published 67 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …

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Pressure Pumpers Step Up Rebundling Pressure

We talk through some of the latest bidding strategy we are hearing about from industry checks… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

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