Infill Thoughts

With the Midland crude basis differential widening to as much as $15/bbl, we’ve received inbound questions from quite a few supply chain subscribers (and Bloomberg News too) asking about the impact on oilfield service activity and logistics. Here is an executive summary of the Permian producers’ view, our view, and …

Unbundling is trending in the US completions supply chain. So… a key question we’ve been asked by investors in the space recently is what might compel E&P buyers to rebundle their frac supply chains? In other words, can Big OFS put the genie back in the bottle now that it’s …

It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more 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 …

At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …

This is the latest edition of our regular weekly rig count update filled with charts and analysis on North America onshore drilling 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. …

Admittedly, predicting the timing of the DSL listing petition has proven difficult. That said, we suggest readers revisit this in-depth guide over the weekend to be braced for come what may…   There’s a lot more to this story… Login to see the full update…  To read this update and …

Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Twin Eagle Mission Park transload terminal near Elmendorf, Texas. In this post, check out our drone photos and key takeaways on Twin Eagle operations and their latest developments including an important strategic shift. There’s a lot more …

We’ve uncovered another newbuild frac sand mine project in the Mid-Con, which is now the focus of an intense land-grab similar to what played out in the Permian and Eagle Ford over the past 12-18 months, but admittedly on a smaller scale. There’s a lot more to this story… Login …

On Tuesday, Wednesday, and Thursday, three large frac sand companies hosted 1Q18 conference calls. Because most Infill Thinkers are too busy to study everything said, we are boiling down each call into a handful of key points that really matter. Here are the Hi-Crush bullet points, stay tuned for Emerge Energy …

In “things that crossed our desk but didn’t qualify for a stand-alone update” over the past couple of days, we offer the following four datapoints of interest, intrigue, and impact: There’s a lot more to this story… Login to see the full update…  To read this update and receive our …