It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Private E&Ps ‘Bringing It’ As Publics Stay Disciplined [Charts & First Hand Observations]
On the road in the Permian this week, we made first hand observations that confirm what our data has been suggesting since the oilfield began to recover from the pandemic downturn. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »What Are The Key Risks Or Opportunities You Will Focus On In 2H21? [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 the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Permian Member Meetup This Week! Join Us 7/8/21 In Midland…
Member Meetups Are Back! Before the pandemic, our team hosted Infill Thinking members several times a year around the shale patch. Our informal popup meetings have no firm agenda, they are just gatherings of like minded oilfield decision makers to share ideas and discuss trends. Like many other vital aspects …
Read More »6 Pain Points Dominate Shale Insider Mindshare Post-Pandemic [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 the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Things We Heard From Friends In The Sand Patch This Week
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. In this update we get in the weeds to give you insight on …
Read More »Frac Sand Is Busy And Boring Right Now
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… There’s a lot more to this story… Login to …
Read More »New App-Based Sand Hauler To Watch… Plus 6 Other Notable “Research Quick Hits” In The Frac Supply Chain…
We hear lots of things. Some of them bear repeating… 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 …
Read More »A Dozen Or So Notable Frac Supply Chain Datapoints
We hear lots of things. Some of them bear repeating… 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 …
Read More »And The Hottest Topic At The Houston Frac Sand Conference This Week Was… Drum Roll Please…….
Big kudos to Pete Cook and the Petroleum Connection for hosting another great sand event in Houston this week. No one does it better than that team, and it was great to see everyone in person again. Here is some of what we learned… There’s a lot more to this …
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