Earlier this week, we wrote about sand mines coming to southeastern New Mexico. After some investigative journalism, we’ve learned a lot more than we knew 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, …

Looks like somebody’s gonna build a sand mine in New Mexico.. 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, …

E&P spending plans are evolving rapidly… 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 …

In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead. 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 …

In a related piece this morning, we discussed inflationary pressures and how E&P budgets are responding. Here are more specifics on the drivers of these inflationary pressures… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

E&P spending is moving… 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 current …

There’s new disclosures on moving the efficient frontier higher in simulfrac world… 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 …

In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant…Today, the E&P customer behind it talked all about it for the first time… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

An interesting / surprising inflection in the mainstream narrative around trucking is worth watching for everyone in 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 …

While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update…  To read this update and receive …