Quick Thoughts

We digested new datapoints from ProFrac this morning… 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 expired, please email us …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

Amid recent volatility, our data team stress tested our predictive models and we share some insights on downside scenarios 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 a member. If you are …

A quick follow up on the tightness we wrote about earlier 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 member. If you are new to Infill Thinking, or your membership …

This week, we have an update on supply/demand equilibrium in a key part of the frac supply chain… 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 …

How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

OCTG was one of the AFE line items that ran the hottest on 2022 inflation. What’s the trend / expectations as 2023 begins? We discuss 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 …

This is a developing story… 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 expired, please email us to discuss our …

We take a look at the latest datapoints in the gas crash’s impact on oilfield activity… 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, …

Thoughts on the importance of certain customers to certain OFS providers… 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 expired, …