Infill Thoughts

For years – even before capital discipline started trending in 2017 – Wall Street research analysts have constructed models to benchmark the effectiveness of E&P capital deployment. But what if we turn the logic around a bit and look for layoff risk indicators in the size of… There’s a lot …

Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 …

Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… There’s a lot more to this story… Login to see the full update…  …

For water midstream, which is still in the early phases of market evolution, the opportunity to make a positive difference in the water supply/demand balance is enormous. Once permanent infrastructure is in place and multiple systems become interconnected, the stage will be set to move excess produced water to… There’s …

The whole boxes vs. silos last mile market debate continues to be a regular (and often contentious) topic of conversation that surfaces often in frac sand inner circles and at sand industry events. For this update, we decided to draw on the fleet data we maintain independently in house to …

In this week’s rig count update, we have summarized the latest 2019/2020 US onshore drilling program outlooks, operator-by-company, picking out those rig customers who are adding, dropping, or keeping their rig counts flat. There’s a lot more to this story… Login to see the full update…  To read this update …

About 100 Infill Thinking members answered this open ended question in our recent 2020 Vision Oilfield Outlook Survey.  In this post, you can read their responses.. 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 …

Last week, we asked the collective Infill Thinking membership to share their views on the 2020 oilfield outlook. 145 of you answered our 23 questions. To all those that took a few minutes to contribute, thank you very much. The result is a unique, invaluable market intelligence resource. There’s a …

In these troubled times, we want to do our part to help any Infill Thinking members that may be impacted by the waves of layoffs sweeping the US oilfield. If you are an active Infill Thinking member and your position has been eliminated, we want to help. Email us at …

Wow. Our members are smart! In this post, you can read their answers to one of two open-ended questions we asked in our annual year-ahead outlook survey. Login only if you want to see about 70 candid, insightful, and telling responses about the ongoing O&G downcycle… There’s a lot more …