Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. Login to see …
Read More »Perception Gaps About The All-In Cost Of Permian Sand
Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. Login to see …
Read More »What Are Frac Insiders Waiting For To Get Bullish Again [Part Two; Voice Of The Industry Exclusive]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about how to spot the next upcycle with absolute certainty… Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »The 2021 Outlook Survey Results Are In!
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …
Read More »What Are Oilfield Insiders Watching For Upcycle Signals? [Part One Exclusive Voice Of The Industry Update]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about their 2021 expectations… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
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. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
Read More »Ranking The Basins By 2021 Sentiment On The Completions Outlook [Thoughts & Chart Of The Day]
Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. Login …
Read More »2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan
We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks the…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …
Read More »The Permian Frac Sand Market Could Get Interesting In 2021 [Chart Of The Day]
What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… Login to see the full update… To read this update and receive our …
Read More »US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20
US Silica hosted their 2Q20 call this morning. One thing that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …
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