Infill Thoughts

Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield this week… 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 …

After writing here about Liberty’s announcement last week that they have been working on a slurry solution for wet sand’s last mile, we have heard from multiple Infill Thinking members looking to learn more about the solution and its implications. In this report, learn more about the concept… There’s a …

  Here we bring you an update on a new greenfield expansion project in the Permian Basin… 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 …

Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings season… 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, …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …

We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …

With 3Q24 earnings season around the bend, the fundamental setup for oilfield services remains very challenging. From our latest field checks, here are a half dozen quick hits that illuminate the difficult downturn conditions in the sector right now. There’s a lot more to this story… Login to see the …

In about three weeks, we will participate in the final oilfield water management executivebusiness conference of 2024. We encourage you to join us – for even if you don’t work directly with water, this is THE top operational issue for oil and gas producers in multiple basins, including the Permian …

As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …