Infill Thoughts

Taking a high-level look at upstream activity through the latest in rig count trends throughout the Lower-48. 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 …

Today we take a closer look at a costly misstep in the O&G industry’s effort to figure out oilfield water handling solutions as water midstream rapidly evolves… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. There’s a lot more to this story… Login to see the full update…  To …

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! There’s a lot more to this story… Login to see the …

In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …

Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… There’s a lot more to this story… Login to see the full update…  To read this update and …

The normal playbook for land drilling c-suite commentary at this point in the year is highlight for investors the coming reset in customer budgets in early-2020. One of them did that last week, but also went a step further… There’s a lot more to this story… Login to see the …