the latest in a new regulatory risk for a critical path labor pool that we have been monitoring in the oilfield this year… 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. …
Read More »Is Immigration Disrupting The Frac Supply Chain?
Something unusual is percolating in the frac supply chain – regulatory risk for a critical path labor pool. 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 …
Read More »Utah’s “Mini-Me” Version Of The Permian Dune Express
A look behind the scenes at a logistics solution to displace truck traffic in the Rockies. 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, …
Read More »Friday Follow Up: HAL’s Last Mile Change Is Being Noticed… [VIDEO]
We have a follow-up report to an Infill Thinking exclusive on frac supply chain developments from earlier this year…. 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 …
Read More »Frac Reacts To Trump’s Call For Enforcement Of Trucker English Requirements
We have been doing field checks with frac contacts about Trump’s big trucking executive order signed last week. What will this mean for frac supply chain? Read industry reaction and background here… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Catching Up On ProPetro And RPC
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update… To read …
Read More »Another Sand Hauler Headache Emerging In Early-2025
Over the past couple weeks, our trucking contacts have been buzzing about a new challenge this year… 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 …
Read More »There’s A New Wellsite Silo Player In The Permian… We Drove By Their Four-Pack & Caught Up With Management To Learn More…
Always fun to see something new on a field trip.! We drove by the first deployment of a new wellsite sand storage system in the Permian during Jan 2025… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »10 Potential 2025 Frac Surprises
This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …
Read More »ProPetro Ceases Diesel Fleet Investments, Still Building / Ordering E-fleets
Get the latest market outlook for a key Permian frac player. 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, …
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