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. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …
Read More »2022 US Oilfield Outlook Survey – Upcycle Maturation
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 »Sand Scuttlebut: M&A Finally? Wet Sand Solution(S), New CEO?, Last Mile Nuggets, ‘People On The Move’, & Plant Updates…
Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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 …
Read More »Infill Thinking’s Mid-Year Oilfield Outlook Survey Opens For Member Participation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Sand Hauler Recruiting Is A Tougher Task In The Pandemic Era [Chart Of The Day]
This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… There’s a lot more …
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 »Nowhere To Go But Up? Taking The Oilfield’s Pulse As The Dust Settles On An Epic Downturn
By putting our heads together as a group, Infill Thinking members will establish an important baseline this summer for understanding the “what now” and “what next” in the new paradigm emerging for the oilfield marketplace after the worst crisis in shale’s history. There’s a lot more to this story… Login …
Read More »Heard Around The Field: Sand & Pumping Pricing Trends, Crew Releases, Write-offs & Lay-offs, Shut-ins & Storage, Etc.
It’s Tuesday May 12, 2020 and from our desk to yours, here is a roundup of noteworthy downturn datapoints that advance the oilfield business narrative as the bottom approaches. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Sandemonium Aftermath – A Big Price Reset & The Most Commonly Asked Questions
It’s been a week and a half since we first reported “Sandemonium” when the Permian surprisingly “ran out” of 100 mesh frac sand. Here’s an update on where things stand today followed by our answers to the most common questions Infill Thinking members are asking us as this situation continues …
Read More »Of Sand & Water. 10 Key Themes In Infill Thinking’s 1Q19 Research Stream
2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …
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