Thoughts For Subscribers

Flat As A Pancake… [Chart Of The Day]

A wellness check this week on on the key economic engines of the oilfield industry reveals some interesting trends… Login to see the full update… 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 …

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Still Waiting… Is A “Mini-Earnings Season” About To Commence?

  Login to see the full update… 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, no …

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Surviving Together [Friday Guest Post]

Eric Barton probably needs no introduction among Infill Thinking’s readership. He is a well-known frac sand sourcing veteran who has spent close to a decade in supply chain and procurement roles for publicly traded E&P operators. Eric was one of the early pioneers of the now widespread direct sourcing strategy, …

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The “Nowhere To Go But Up” Survey Results Are In!

We are excited today to share the results of our well-attended industry marketplace survey… Login to see the full update… 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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Chapter 11 For A Large Private Frac Sand Producer

A large frac sand producer has declared bankruptcy… Login to see the full update… 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 …

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Oilfield Equity Bottle Rockets [Chart Of The Day]

It’s still a month until July Fourth, but there are already some bottle rockets being lit in the oilfield. Here’s what the stock market says about the state of things in the oilfield… Login to see the full update… To read this update and receive our research newsletters, you must …

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For The Permian Basin… Good News & Bad News

This update offers up a mixed bag to the many good Infill Thinking members whose economic interests lie in the oilfields of Midland, Carlsbad, Kermit, and the surrounding area. Feature image taken by the Infill Thinking team on a recent trip to gather in-basin market intel for members… Login to …

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Holiday Weekend Reading

Happy Memorial Day Weekend! We wanted to flag a few of our more in-depth pieces published recently in case you missed them and have some downtime to catch up on reading during the long weekend. Here are five relevant reference pieces on the downturn from our research flow over the …

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Shatterproof

In the wreckage of the land drilling market, there’s a clear bifurcation of fortunes. Login to see the full update… 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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