You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …
Read More »Last Mile Logistics As A Category [Friday Guest Post]
Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here today… 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 »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new 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 …
Read More »Boots On The Ground Frac Hauling Thoughts From A Dusty Texas Lease Road [Friday Guest Post]
We are honored to carry this very important member guest contribution from… 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 …
Read More »The Beginning Of An Asymmetric Frac Sand Mining Recovery?
3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »The Re-bundling Revolution [Friday Guest Post]
We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …
Read More »More Direct Sourcing Debate Reaction – Historical Context & A New Angle To Consider In Frac Procurement Models
Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …
Read More »Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece]
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 …
Read More »How Will The Liberty Deal Reverberate In The Frac Sand Value Chain? [A Special 3-Part Report]
Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …
Read More »It’s Hard To Believe This Year Is Only Halfway Done! Here Are The Top 20 Updates Of The Second Quarter
By The Stats – Membership Resources Provided During 2Q20 In the 90 days ended June 30, 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 …
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Infill Thinking Lifting the O&G knowledge curve