Our well-attended industry marketplace survey continues to yield insight about the year-ahead outlook… 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 …
Read More »2022 Outlook Survey Results Are In! [Charts & Commentary]
We are excited today to share the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 …
Read More »Shale E&P “Treadmill” Effect Bodes Well For Commodity Prices & OFS In 2022
During 3Q21, a key shale trend stands out that gives increasing conviction in oil and nat gas price strength as well as oilfield service activity in 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Drilling Inefficiency Is Distorting Rig Count Impact On Frac Demand [Chart Of The Day]
If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …
Read More »Screening Earnings For Frac Sand Market Intel
This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… There’s a lot more to …
Read More »“Permianflation” & Fleet Tracking Part Two
Following up on two recent pieces of high value research with more datapotins further to the 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 …
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 »A Big Push On The Damp Sand Flywheel [Boots On The Ground Report]
We spent some time with industry friends at a sand plant open house in Caldwell TX this week and we learned a lot about wet 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 …
Read More »Listening To The Customers – Cliff Notes On Nearly 20 E&Ps That Talked About D&C Programs Last Week
E&P earnings season is underway. Over the past few days, we’ve… One Key Underlying Theme: Public E&Ps are… 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 …
Read More »This Week’s Pressure Pumper Outlook Roundup
This week’s pumping commentary analysis 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 …
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