• Welcome to Infill Thinking

Infill ThinkingInfill Thinking Lifting the O&G knowledge curve

Infill Thinking
  • Home
  • Member Area
    • Posts
    • Thinking Aloud Forum
    • Think Sheets®
  • Membership Info
    • Subscription Details
  • About
    • Our Team
    • Thought Leadership
    • The Mission
    • Independence
    • Founder’s Welcome
    • Contact Us
  • Speaking & Consulting
  • Free Thinking

Tag Archives: fundamentals

Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders

February 16, 2024 Thinking Ahead

Read More »

U.S. Oil Prices Just Did Something They’ve Only Done 3 Times Since The 1980s [Charts Of The Day]

March 8, 2022 Quick Thoughts

Read More »

E&P Comments On Frac Sand Picking Up But Still Lag New Market Realities

March 1, 2022 Infill Thoughts

Read More »

Sand Buyer Headaches Are Now Turning Into Migraines

February 25, 2022 Infill Thoughts

Read More »

White Sand, Wet Sand, Railed Sand, What Sand?

February 22, 2022 Infill Thoughts

Read More »

Making Frac Sand Great Again! Here’s The Latest Trends In Price, Demand, Supply, Rail Volumes, Etc.

February 17, 2022 Infill Thoughts

Read More »

U.S. E&Ps Face An Uphill Battle In 2022 – Three Key Themes Could Put A Spoke In The Wheel

January 14, 2022 Thinking Ahead

Read More »

The ‘Real McCoy’ In Frac Sand Demand Models [Charts Of The Day]

March 24, 2021 Out Think

Read More »

Frac Sand’s Separation From Traditional Drivers Introduces Forecasting Risks [Charts Of The Day]

March 23, 2021 Out Think

Read More »

Where To Next For Frac Sand? Will The Industry Ever Be Able To Extract Itself From This Mess?

October 6, 2020 Thinking Ahead

Read More »
Page 2 of 3«123 »

INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

PREMIUM SERVICES

  • To Join Now, Drop Us An Email
  • Member Area
  • Membership Info
  • Discounted Group Rates

ACCOUNT

Sign in

SEARCH ARCHIVES

TOPICS

bhge bhge rig count boots on the ground capex completions data drilling drilling trends e&p frac frac sand frac spread count frac supply chain land rig last mile last mile logistics local sand logistics m&a nam drilling nam onshore ofs oilfield service oilfield water onshore drilling onshore rig outlook permian permian basin pressure pumping primary vision produced water proppant rig count rigs sand shale supply supply chain trends trucking us drilling us land rigs water wet sand

POLICY

  • Terms & Conditions
  • Subscription
  • Privacy
  • Inquiries & Support

TIMELINE

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

Subscribe or Sign In | Terms | Privacy | Contact | Follow
© Copyright 2026 Infill Thinking LLC. All Rights Reserved