Tag Archives: logistics

Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …

1Q20 earnings season will go down as one of the most unusual and uncertain public company reporting periods in our lifetime. Adding to the surreal nature of withdrawn guidance and uncertain outlooks this earnings season was the fact that some oilfield management teams… There’s a lot more to this story… …

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 …

As this vicious downturn sends the US oilfield industry into a workforce reduction spiral, it goes without saying that hiring freezes have become the norm. Just how bad is it and are there any bright spots? We quantify the oilfield job market here… There’s a lot more to this story… …

EOG said recently that better pairing of origin and destination vs. 2019 will help them achieve targeted well cost savings. We wonder if this is simply better availability of local sand near their wells or possibly mobile mini plant adoption? Here is the key quote as well as other interesting …

In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …

Since we first published this in-depth primer on Jan. 17, 2020 about the “in field” frac sand mining opportunity, the industry’s public conversation about mobile-mini plants has gone from zero to sixty in a heartbeat. We have begun to hear directly from other first movers with their own mobile-mini plant concepts. These solutions …

A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. There’s a lot more to this story… Login to see the full update…  To read this update …

The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… There’s a lot more to this story… Login to see the full update…  …