fridays in september Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 01 Apr 2022 12:41:28 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png fridays in september Archives - Infill Thinking https://www.infillthinking.com 32 32 Can The Federal Government Help Lessen Oil & Gas Volatility? Do We Want Them To? [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/can-the-federal-government-help-lessen-oil-gas-volatility-do-we-want-them-to-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/can-the-federal-government-help-lessen-oil-gas-volatility-do-we-want-them-to-friday-guest-post/#comments Fri, 18 Sep 2020 03:20:41 +0000 https://www.infillthinking.com/?p=29898 I consider myself fortunate to have gotten to know Brent Halldorson, a tenured oilfield water expert, over the past couple of years. He’s a passionate student of our industry. About this time last year, I was in a conference hall listening to him speak on the history of the produced water management sector. Both that …

The post Can The Federal Government Help Lessen Oil & Gas Volatility? Do We Want Them To? [Friday Guest Post] appeared first on Infill Thinking.

]]>
I consider myself fortunate to have gotten to know Brent Halldorson, a tenured oilfield water expert, over the past couple of years. He’s a passionate student of our industry. About this time last year, I was in a conference hall listening to him speak on the history of the produced water management sector. Both that day and in the time since, he’s taught me a great deal about this industry, and I’ve been looking forward to getting him in our guest author line-up for a while now.

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Can The Federal Government Help Lessen Oil & Gas Volatility? Do We Want Them To? [Friday Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/can-the-federal-government-help-lessen-oil-gas-volatility-do-we-want-them-to-friday-guest-post/feed/ 1
Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece] https://www.infillthinking.com/infill-thoughts/why-the-big-3-bundling-push-is-not-going-to-work-guest-opinion-piece/ https://www.infillthinking.com/infill-thoughts/why-the-big-3-bundling-push-is-not-going-to-work-guest-opinion-piece/#respond Fri, 11 Sep 2020 16:46:35 +0000 https://www.infillthinking.com/?p=29862 After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… There’s a lot more to this story… Login to see the full update…  To …

The post Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece] appeared first on Infill Thinking.

]]>
After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/why-the-big-3-bundling-push-is-not-going-to-work-guest-opinion-piece/feed/ 0
The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/the-ins-outs-of-octg-inventory-in-2q20-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/the-ins-outs-of-octg-inventory-in-2q20-friday-guest-post/#respond Fri, 04 Sep 2020 17:14:32 +0000 http://www.infillthinking.com/?p=29788 Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

The post The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post] appeared first on Infill Thinking.

]]>
Our Friday’s in September guest post series starts off with a bang today. We are always excited when Susan stops buy, and her data driven insight continues to shed light on an opaque oilfield niche market…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post The Ins & Outs of OCTG Inventory in 2Q20 [Friday Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/the-ins-outs-of-octg-inventory-in-2q20-friday-guest-post/feed/ 0
A Look Way Back In Time To The Good Old Days… Early-2020 [Top Ten 1Q20 Updates] https://www.infillthinking.com/infill-thoughts/a-look-way-back-in-time-to-1q20-the-top-ten-infill-thinking-updates/ https://www.infillthinking.com/infill-thoughts/a-look-way-back-in-time-to-1q20-the-top-ten-infill-thinking-updates/#respond Thu, 23 Apr 2020 02:39:33 +0000 http://www.infillthinking.com/?p=29023 By The Stats – Membership Resources Provided During 1Q20 In the 90 days ended March 31, 2020, the Infill Thinking research team: published 86 independent research updates, emailed 25 original Infill Thoughts newsletters to active members, issued 14 data releases to Think Sheets® members, got in one last great member meetup in Houston before social distancing …

The post A Look Way Back In Time To The Good Old Days… Early-2020 [Top Ten 1Q20 Updates] appeared first on Infill Thinking.

]]>
By The Stats – Membership Resources Provided During 1Q20

In the 90 days ended March 31, 2020, the Infill Thinking research team:

  • published 86 independent research updates,
  • emailed 25 original Infill Thoughts newsletters to active members,
  • issued 14 data releases to Think Sheets® members,
  • got in one last great member meetup in Houston before social distancing took effect (we can’t wait to resume our meet-ups with you all, which are included with your subscription!)

Annual memberships only cost $295/year.

Here are the updates our members clicked the most during a roller roaster 1Q20…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post A Look Way Back In Time To The Good Old Days… Early-2020 [Top Ten 1Q20 Updates] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/a-look-way-back-in-time-to-1q20-the-top-ten-infill-thinking-updates/feed/ 0
Industrial Sand Goes To Washington [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/industrial-sand-goes-to-washington-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/industrial-sand-goes-to-washington-friday-guest-post/#respond Fri, 04 Oct 2019 15:38:00 +0000 http://www.infillthinking.com/?p=27706 From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on what this industry advocacy group is doing in the Nation’s Capital these days… There’s a lot more to …

The post Industrial Sand Goes To Washington [Friday Guest Post] appeared first on Infill Thinking.

]]>
From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on what this industry advocacy group is doing in the Nation’s Capital these days…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Industrial Sand Goes To Washington [Friday Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/industrial-sand-goes-to-washington-friday-guest-post/feed/ 0
The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water https://www.infillthinking.com/infill-thoughts/the-top-ten-infill-thinking-updates-of-3q19-in-sand-water/ https://www.infillthinking.com/infill-thoughts/the-top-ten-infill-thinking-updates-of-3q19-in-sand-water/#respond Mon, 30 Sep 2019 17:12:08 +0000 http://www.infillthinking.com/?p=27704 During 3Q19, the Infill Thinking research team: published 90 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the Petroleum Connection Thank you for …

The post The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water appeared first on Infill Thinking.

]]>
During 3Q19, the Infill Thinking research team:

  • published 90 written research updates
  • emailed 24 Infill Thoughts newsletters to active members
  • issued 15 data releases to Think Sheets® members
  • conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the Petroleum Connection

Thank you for marking our research part of your market intelligence arsenal.

Before we get to the Top Ten most popular research updates of the quarter, we want to first…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/the-top-ten-infill-thinking-updates-of-3q19-in-sand-water/feed/ 0
The Future Of E&P Includes M&A And ESG [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/the-future-of-ep-includes-ma-and-esg-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/the-future-of-ep-includes-ma-and-esg-friday-guest-post/#comments Fri, 27 Sep 2019 16:14:21 +0000 http://www.infillthinking.com/?p=27677 With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… 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 …

The post The Future Of E&P Includes M&A And ESG [Friday Guest Post] appeared first on Infill Thinking.

]]>
With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post The Future Of E&P Includes M&A And ESG [Friday Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/the-future-of-ep-includes-ma-and-esg-friday-guest-post/feed/ 1
Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post] https://www.infillthinking.com/infill-thoughts/irans-ill-advised-attack-on-saudi-was-actually-a-gift-to-the-kingdom-friday-followup-guest-post/ https://www.infillthinking.com/infill-thoughts/irans-ill-advised-attack-on-saudi-was-actually-a-gift-to-the-kingdom-friday-followup-guest-post/#respond Fri, 20 Sep 2019 20:24:31 +0000 http://www.infillthinking.com/?p=27659 The Friday before last week’s drone attacks on Saudi oil infrastructure that caused oil prices to momentarily spike, Bill Edwards wrote a guest post for Infill Thinking titled Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]. The way oil has traded in the wake of the attacks seems to prove his …

The post Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post] appeared first on Infill Thinking.

]]>
The Friday before last week’s drone attacks on Saudi oil infrastructure that caused oil prices to momentarily spike, Bill Edwards wrote a guest post for Infill Thinking titled Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post].

The way oil has traded in the wake of the attacks seems to prove his point about oil’s inability to escape the gravitational pull of a lower-for-longer trading range.

In the wake of the Middle East action, Bill sent us a couple follow-up thoughts that we found interesting.

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/irans-ill-advised-attack-on-saudi-was-actually-a-gift-to-the-kingdom-friday-followup-guest-post/feed/ 0
Is It Really Different This Time? [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/is-it-really-different-this-time-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/is-it-really-different-this-time-friday-guest-post/#respond Fri, 20 Sep 2019 15:40:20 +0000 http://www.infillthinking.com/?p=27621 Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, he’ll address potential future outcomes. …

The post Is It Really Different This Time? [Friday Guest Post] appeared first on Infill Thinking.

]]>
Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces.

This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, he’ll address potential future outcomes.

While Infill Thinking members have an exclusive first look at this thought piece, we believe it is too important to keep selfishly contained on our platform. This work is critically important perspective for the broader E&P and supporting industry to have access to. And so, a couple weeks after posting it here, we do plan to release this to the broader O&G industry.

We will also combine both parts into a single PDF that will be available to Infill Thinking members next week. It is an invaluable resource for leaders, executives, and investors in the industry we serve.

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Is It Really Different This Time? [Friday Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/is-it-really-different-this-time-friday-guest-post/feed/ 0
Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post] https://www.infillthinking.com/infill-thoughts/historical-oil-price-perspective-a-long-term-outlook-friday-guest-post/ https://www.infillthinking.com/infill-thoughts/historical-oil-price-perspective-a-long-term-outlook-friday-guest-post/#respond Fri, 13 Sep 2019 16:32:29 +0000 http://www.infillthinking.com/?p=27565 Here at Infill Thinking, we are humble oilfield service guys by trade not well heeled oil price pundits. That said, we regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. One such oil price expert we check in with from time to …

The post Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post] appeared first on Infill Thinking.

]]>
Here at Infill Thinking, we are humble oilfield service guys by trade not well heeled oil price pundits. That said, we regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along.

One such oil price expert we check in with from time to time is William Edwards of Edwards Energy Consultants…

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 hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/historical-oil-price-perspective-a-long-term-outlook-friday-guest-post/feed/ 0