Permian local sand availability is… 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 …
Read More »The Permian Sand Market Is Looking Tight In September & October (So Long As Oil Prices Don’t Keep Going Straight Down)
Mine-gate prices for Permian local sand are… 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 …
Read More »Shaky Ground: Railroad Commission Takes Much-Needed Stand On Oil Field Earthquakes [Guest Post]
Get up to speed fast on Permian seismicity with this thought piece from a highly qualified Infill Thinking member, Jason Jennaro, CEO of Breakwater Energy Partners. 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 …
Read More »Photos From The Road – Permian Field Trip
It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …
Read More »Notes From The Road – 13 Permian Field Trip Datapoints + A Fridge Status Update!
It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Permian Member Meetup This Week! Join Us 7/8/21 In Midland…
Member Meetups Are Back! Before the pandemic, our team hosted Infill Thinking members several times a year around the shale patch. Our informal popup meetings have no firm agenda, they are just gatherings of like minded oilfield decision makers to share ideas and discuss trends. Like many other vital aspects …
Read More »Preparing For The Next DUC Hunting Season By Dissecting The 50% Drilling Decline Across The Permian
The Permian Basin rig count is down 50% from March, with little variance in the percentage decline between the Midland and Delaware Basins. But the downtrend does vary county by county… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Our Dallas Members-Only Meetup
About 50 Infill Thinking members came out for our first meet-up of 2019 in Houston in early February. It was a great time. Now we have two more exciting member networking events on the schedule: Permian and Dallas! Login to get the details… There’s a lot more to this story… …
Read More »Before He Was President, He Was An Oilman. RIP Timberwolf
As the tributes roll in for the late great 41st President of the United States, Infill Thinking remembers George H.W. Bush not only for his legendary record of service to this country but also for his roots as an oilman. There’s a lot more to this story… Login to …
Read More »In-Basin Sand Plant Construction Risk Fading… Most Permian Mines WILL Be Built. Focus On Production Risks Now [Chart Of The Day]
For over a year, we’ve heard all the reasons why the 23 planned in-basin sand frac sand mines in West Texas won’t get built (or why they will be delayed into perpetuity). We submit the conversation needs to change from construction risk to production risk. It’s time to change the …
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