Tag Archives: boots on the ground

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… Login to see the full update… To read this update and receive our research newsletters, you must be a …

Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their expectations after the worst downturn in shale’s history… Login to see the full update… To read this update and receive our research newsletters, you must be a …

It’s Tuesday May 12, 2020 and from our desk to yours, here is a roundup of noteworthy downturn datapoints that advance the oilfield business narrative as the bottom approaches. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

  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 …

During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… Login to see the full update… To read this update and receive our research …

Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. Login to see the full update… To read this update and receive our research newsletters, you …

Last week during our Eagle Ford market intel gathering trip (see big picture highlights here), we stopped by the Monarch Silica frac sand production facility situated about 20 miles due south of San Antonio. In our meeting with management at the location we learned that… Login to see the full …

In South Texas last week, we drove out to 13 local mines and 1 rail terminal. We went behind the gate with management teams for discussion and site visits at about half those locations. It was a busy couple days! Starting today, you’ll find the market intelligence we’ve gathered shared …

During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …

A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… To read this update …