You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …
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Perception Gaps About The All-In Cost Of Permian Sand
Infill Thinking membership includes some of the smartest folks in the oilfield. And the best of the best responded to our 2021 outlook survey in big numbers. Here is some next level of insight from one of the most interesting and revealing questions in our market survey. There’s a lot …
Read More »Buyer Behavior Cliff Notes As Diamondback Consolidates The Northern Midland Basin
On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… There’s a lot more to this story… Login to see the full …
Read More »Eagle Ford New Well Demand Trends Into Year-End – Positive But Not As Compelling As The Permian
In this week’s regular rig count update, we take a look at… 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 …
Read More »8 Notes About Frac People On The Move – Talent Exodus In Full Swing
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. People on the move also have implications for how business is conducted across the frac value chain. Here are some recent moves that matter… There’s a …
Read More »‘Frac A DUC For Christmas’ – A New Infill Thinking Christmas Carol For A Crazy 2020
Adapting Christmas Carols to oilfield trends is a holiday season tradition as old as Infill Thinking itself. We just released our 2020 track for members, a riff on Holly Jolly Christmas titled Frac A DUC For Christmas. Current members can login here to take a listen to this year’s song, …
Read More »Permian New Well Demand PICKS UP STEAM Into Year End… Bring On 2021!
In this week’s regular rig count update, we take a look at… 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 …
Read More »What Are Frac Insiders Waiting For To Get Bullish Again [Part Two; Voice Of The Industry Exclusive]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about how to spot the next upcycle with absolute certainty… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The 2021 Outlook Survey Results Are In!
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 »Last Mile Logistics As A Category [Friday Guest Post]
Wondering about how simulfrac trend factors into the last mile of the completions supply chain? We’ve got answers from an expert for you here 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 …
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