Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …
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Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …
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In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch crossed our desk this week. Here are four points that are deserving of a quick mention. There’s a lot more to this story… Login to see the full update… …
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In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch and the sand patch crossed our desk this week. Here are eight points that are deserving of a quick mention. There’s a lot more to this story… Login to …
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In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered. We are sharing these followups in the five-point list below: There’s a lot more to this story… Login to see the full update… To read this …
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In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
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There is already a veritable flood of pressure pumper and operator earnings coverage making the rounds from other analysts and publishers this week. So we focused here on sharing 11 bite-sized pieces of market intel (including a mix of datapoints and our own thoughts on the market) that are a …
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Boiling down everything that’s crossed our desk this week to just the following 12 items of import wasn’t easy. After the typical summer lull in news flow, it feels like folks are getting back to work in the oilfield business. School is about to start, folks are returning from summer …
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In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch in our research process this week that are deserving of a quick mention. Let’s jump right in, shall we? Oh and it’s total coincidence that the titles …
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We’ve been reading alot this week. We’ve also been curating a recap of items we read with the highest impact value for the frac sand supply chain. Enjoy… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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Infill Thinking Lifting the O&G knowledge curve
