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 …
Read More »Notes From The Road In Eagle Ford [Quick Hits & Photos]
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… …
Read More »Great Turnout For Infill Thinking’s First Member Meetup Of 2020 [Photos]
On Tuesday, we hosted 50+ Infill Thinking members for coffee and conversation at one of our favorite Houston coffee houses. Special thanks to the Siphon Coffee team and patrons for letting us invade your space and putting up with us – we sort of took over the place! The event …
Read More »Last Mile Yard Driveby Confirms Shingle Swap, Closing The Loop On A Recent Infill Thinking Report
In mid-December, Infill Thinking drew a conclusion based on a sighting of physical evidence we observed in the field. This week, we close the loop on that report with additional photographs (and this time they are conclusive, not speculative). There’s a lot more to this story… Login to see the …
Read More »Silos, Rise! We Happened Upon A Rare Sight In West Texas Last Week… [Photos & Notes From The Road]
When back in West Texas, we always make time to drive slowly up and down the I-20 frontage roads between Midland and Odessa. You’ve gotta keep your head on a swivel to avoid the oncoming traffic using the frequent on/off ramps. But you never know what you might see in …
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