Infill Thoughts

There are new details on the first big Mid-Con frac sand mine… and it could be here sooner than you might think. 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 …

During a busy 1Q18, Infill Thinking published 102 research updates, shipped 27 subscriber newsletters, and hosted 3 reader meet-ups. Infill Thinking’s membership grew by 25% during the quarter. Here is a list of our top stories and also the top debates of 1Q18.   There’s a lot more to this …

Last week, the US unconventional oil rig count did something it hasn’t done since the downturn. 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, …

After publishing a “petition may be coming” piece last week, we talked to several more market participants who confirmed they expect action soon. Meanwhile, there have been a couple interesting developments that set the table for the legal battle whenever it begins. There’s a lot more to this story… Login …

This is the first installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …

The offshore drilling market is starting a comeback after the worst downturn in a generation (if not the worst ever). While dayrates are still barely keeping the contractors afloat, tender activity and utilization appear to be headed out of a trough. Bright spots in a few areas appear to be …

Antero made some interesting comments at an investor conference this week. We break down what you need to know about their frac supply chain here. 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 …

There’s a new thread over in our members-only discussion forum. In it we question whether the big Permian M&A deal this week marks the start of a push for scale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

In an update earlier this week, we shared detailed production estimates for the seven Permian frac sand plants that we classify as open and commercialized. The obvious next question is: what’s the status of the next round of startups? We are tracking an additional 7 plants scheduled to open over …

This one is far afield from the pack and notable for four primary reasons. Login to read this exclusive on the newest Permian in-basin frac sand mine. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …