Infill Thoughts

While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …

The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …

In this update, we share feedback from local sources on the latest townhall meeting hosted by a mining company working on building a new frac sand plant in northwestern Oklahoma. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment… 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 …

In our weekly rig count update this week we put some context around the drop. 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 …

Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …

The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …

Pro Tip: our weekly rig count updates are divided into two sections: i) we always include a weekly thought piece analyzing a hot topic (like Marcellus well permits this week), and ii) we process regular weekly rig count data through our custom filters to deliver a unique way of looking …