In The News: Marfa Public Radio Interview Infill Thinking founder Joseph Triepke was recently interviewed by Marfa Public Radio for a feature piece on the West Texas frac sand mining rush. The piece was published on Monday August 14, 2017. Listen below, or check out the full piece here. https://www.infillthinking.com/wp-content/uploads/2017/08/FRAC-SAND-feature-generic-final-WEB.mp3 …
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Is It Just Us Or Is The Tide Starting To Turn For Offshore Drilling? [Discussion Topic]
There is a new discussion topic over in our Thinking Aloud forum this morning It revolves around the apparent return of some optimism in the offshore drilling sector, particularly deepwater. Is this compressed business finally on the verge of a turn or is it still too early to be cautiously …
Read More »Is Recovery Outside The USA A Lost Cause This Cycle? [New Discussion Topic]
There’s a new discussion topic posted in the Thinking Aloud forum. Most of our focus at InfillThinking.com this year has been on the Lower 48. That’s because most everything else is flat to down. With the oil price outlook under pressure and only the US tight oil plays growing, it’s time …
Read More »The Top Infill Thinking Stories, Charts, And Debates Of 2Q17
Infill Thinking membership tripled over the past three months. Before we review 2Q17 research highlights, here is some color on readership. As of July 2017, Infill Thinking readership is comprised of analysts, business people, and executives categorized as follows: If you haven’t subscribed (or renewed your free trial yet), please …
Read More »Food For Thought: How Much Of The US Recovery Is Being Paid For With Other People’s Money?
There is a new discussion topic posted in our Thinking Aloud forum today. In it we have seeded the conversation on: E&P outspending (capex vs. cash flow) behavior historically, Considerations for how much of the US onshore rig count surge is self-funded, and Thoughts on how long outspending by US …
Read More »Fridays In March 2017 [Recap]
As an Infill Thinking subscriber, you have some very good company. Executives, analysts, traders, salesmen, investors, academics, attorneys, regulators, and engineers from all across the oilfield now take Infill Thinking. We are humbled by the brain power of the folks we write for. That’s why we decided to do something …
Read More »Infill Thinking Research Findings Are Making News Thursday Morning
In a feature story on Bloomberg News Thursday morning, several research updates issued by Infill Thinking recently are featured prominently. Check out Joe Carroll’s latest must-read below… Bloomberg No Description There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Twitter Says OPEC Will Extend Production Cuts 6 Months In May [Trader Poll Results]
This week, we put the oil market’s biggest open question to oil traders on Twitter. What will OPEC do in exactly one month when the group meets to decide whether to extend the production quotas implemented in November 2016? We polled the most influential oil trading group on Twitter (#OOTT) on …
Read More »The Top Five Infill Thinking Stories, Charts, And Debates Of 1Q17
Infill Thinking’s subscriber base increased seven-fold during the first three months of 2017. If you are reading this, you have some fast growing company! You also have some high-IQ company. Our trusted research updates are now helping many high-ranking oilfield executives to make better business decisions and stay ahead of trends. …
Read More »Knock-On Effects Of Rising Sand/Well – Oilfield Iron Abrasion
The conversation about frac sand this year has largely revolved around access to it. Topics of debate have fallen into three buckets: i) inflation, ii) logistics, and iii) whether the mines will be able to meet (or overshoot) the rising call on supply. But skyrocketing sand pumped per well has an …
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