Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about how to spot the next upcycle with absolute certainty… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »What Are Oilfield Insiders Watching For Upcycle Signals? [Part One Exclusive Voice Of The Industry Update]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their 2021 expectations… 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 …
Read More »Big Picture Market Impressions From Two Days Spent Talking Frac Supply Chain Strategy In San Antonio
It was great to see so many Infill Thinking members at the largest frac supply chain trade show of the year last week. Here’s the good bad and the ugly we walked away with about the underlying themes driving today’s frac sand marketplace… There’s a lot more to this story… …
Read More »Eagle Ford Field Trip Advances The Damp Sand Frac Narrative [Boots-On-The-Ground Report, Photos]
After the frac sand conference in San Antonio this week, we took a detour on our way back to Infill Thinking’s Dallas HQ to visit… 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 …
Read More »Oilfield Insiders Think Beyond The Bottom Part II [Voice Of The Industry]
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… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Oilfield Insiders Think Beyond The Bottom [Exclusive Voice Of The Industry Update]
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… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Heard Around The Field: Sand & Pumping Pricing Trends, Crew Releases, Write-offs & Lay-offs, Shut-ins & Storage, Etc.
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. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Paying A Visit To The Eagle Ford’s Original Third-Party Frac Sand Silo Terminal [Eagle Ford Stops Along The Road]
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, or your membership has expired, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »Paying A Visit To A Sand Team That Tends To Fly Under The Radar [Eagle Ford Stops Along The Road]
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… There’s a lot more to this story… Login to see the full update… To …
Read More »Signal Peak Silica Site Visit Notes [Eagle Ford Stops Along The Road]
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. There’s a lot more to this story… Login to see the full update… To read this …
Read More »