supply chain Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Mon, 25 Mar 2024 13:25:00 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png supply chain Archives - Infill Thinking https://www.infillthinking.com 32 32 Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-splintering-not-flooding-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-splintering-not-flooding-chart-of-the-day/#respond Fri, 22 Mar 2024 14:37:57 +0000 https://www.infillthinking.com/?p=34160 Analysis and context for US frac sand supply trends. 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, please email us to discuss our current …

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Analysis and context for US frac sand supply trends.

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A Chat About Frac Sand Strategy With Debt-Free Black Mountain’s C-Suite https://www.infillthinking.com/infill-thoughts/a-chat-about-frac-sand-strategy-with-debt-free-black-mountains-c-suite/ https://www.infillthinking.com/infill-thoughts/a-chat-about-frac-sand-strategy-with-debt-free-black-mountains-c-suite/#respond Thu, 21 Mar 2024 01:37:15 +0000 https://www.infillthinking.com/?p=34150 Impressions, takeaways, and observations from phone time with Black Mountain Sand this week discussing their platform and latest strategic thinking in frac sand. 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 …

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Impressions, takeaways, and observations from phone time with Black Mountain Sand this week discussing their platform and latest strategic thinking in frac sand.

There’s a lot more to this story…

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“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook https://www.infillthinking.com/quick-thoughts/relatively-steady-is-patterson-utis-drilling-completions-outlook/ https://www.infillthinking.com/quick-thoughts/relatively-steady-is-patterson-utis-drilling-completions-outlook/#respond Thu, 15 Feb 2024 23:33:58 +0000 https://www.infillthinking.com/?p=33935 Read-through to the D&C market from a leading player in both rigs and frac crews 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 a member. If you are new to Infill Thinking, or your membership has expired, …

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Read-through to the D&C market from a leading player in both rigs and frac crews today…

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South Texas Sandemonium Continues… https://www.infillthinking.com/infill-thoughts/south-texas-sandemonium-continues/ https://www.infillthinking.com/infill-thoughts/south-texas-sandemonium-continues/#respond Tue, 13 Feb 2024 19:43:28 +0000 https://www.infillthinking.com/?p=33916 Today an update on a tough situation for pumpers and E&Ps in the South Texas market… 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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Today an update on a tough situation for pumpers and E&Ps in the South Texas market…

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Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield https://www.infillthinking.com/thinking-ahead/infill-thinking-2024-predictions-for-the-u-s-onshore-oilfield/ https://www.infillthinking.com/thinking-ahead/infill-thinking-2024-predictions-for-the-u-s-onshore-oilfield/#respond Tue, 30 Jan 2024 16:36:35 +0000 https://www.infillthinking.com/?p=33737 Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update…  To read this update …

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Happy New Year 2024!

Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball.

Here are 10 predictions on what’s coming next in the oilfield marketplace…

There’s a lot more to this story…

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Wet Sand Revolution – A Dual Solution Launch [Notes From The Road & Yard Demo] https://www.infillthinking.com/infill-thoughts/wet-sand-revolution-a-dual-solution-launch-notes-from-the-road-yard-demo/ https://www.infillthinking.com/infill-thoughts/wet-sand-revolution-a-dual-solution-launch-notes-from-the-road-yard-demo/#respond Sun, 14 Jan 2024 18:31:33 +0000 https://www.infillthinking.com/?p=33804 On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login to see the full update…  …

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On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution.

Here is what we learned from our time in the field seeing their gear in a yard demonstration.

There’s a lot more to this story…

Login to see the full update… 

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Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories https://www.infillthinking.com/out-think/permian-market-fragmentation-study-a-company-size-ranking-comparison-across-different-oilfield-categories/ https://www.infillthinking.com/out-think/permian-market-fragmentation-study-a-company-size-ranking-comparison-across-different-oilfield-categories/#respond Tue, 21 Nov 2023 14:22:26 +0000 https://www.infillthinking.com/?p=33632   This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the event.   There’s a …

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This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the event.

 

There’s a lot more to this story…

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5 Things That Grabbed Us At The Largest Frac Supply Chain Conference In 4 Years https://www.infillthinking.com/infill-thoughts/5-things-that-grabbed-us-at-the-largest-frac-supply-chain-conference-in-4-years/ https://www.infillthinking.com/infill-thoughts/5-things-that-grabbed-us-at-the-largest-frac-supply-chain-conference-in-4-years/#respond Fri, 17 Nov 2023 16:25:11 +0000 https://www.infillthinking.com/?p=33626 This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the event.   There’s a lot …

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This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the event.

 

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

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E&P Operators Dial In 2024 Service Cost Expectations https://www.infillthinking.com/quick-thoughts/ep-operators-dial-in-2024-service-cost-expectations/ https://www.infillthinking.com/quick-thoughts/ep-operators-dial-in-2024-service-cost-expectations/#respond Tue, 14 Nov 2023 19:18:59 +0000 https://www.infillthinking.com/?p=33604 2024 is almost here and most E&Ps are expecting to do more with less thanks to lower pricing from their service providers. 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 …

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2024 is almost here and most E&Ps are expecting to do more with less thanks to lower pricing from their service providers.

There’s a lot more to this story…

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10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year https://www.infillthinking.com/thinking-ahead/10-things-to-talk-about-next-week-in-san-antonio-at-the-biggest-sand-event-of-the-year/ https://www.infillthinking.com/thinking-ahead/10-things-to-talk-about-next-week-in-san-antonio-at-the-biggest-sand-event-of-the-year/#respond Tue, 07 Nov 2023 21:38:26 +0000 https://www.infillthinking.com/?p=33608 We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… Login to see the full …

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We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about…

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, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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