After hearing from sand hauling contacts about a new last mile solution deploying in the Permian, we had a chance to catch up with the company to learn more about their activity in West Texas and the Lower 48… There’s a lot more to this story… Login to see the …
Read More »In The Hurricane’s Eye – A Frac Sand Market Update & Datapoint Roundup
The best analogy we can think of for the frac sand market at the moment is that it is smack dab in the middle of the eye of the hurricane. In strong tropical cyclones, the eye is… There’s a lot more to this story… Login to see the full update… …
Read More »Bison Bull Rush In The SCOOP/STACK Water Midstream Sector [Aqua Men]
About This Series Infill Thinking’s Aqua Men series brings the fast developing oilfield water management sector to life. This business has historically been dominated by private companies and internal divisions with E&Ps. Chronicling the sector’s leading platforms and projects lends fresh perspective to the once-in-a-generation shift now underway in oilfield …
Read More »Industrial Sand Goes To Washington [Friday Guest Post]
From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on what this industry advocacy group is doing in the Nation’s Capital these days… …
Read More »Reptile Conservationists Make Good On Litigation Threat. Will This Finally Get The Ball Rolling Towards DSL Resolution?
With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… 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 …
Read More »7 Questions We Are Taking With Us To The Big Oilfield Water Connection Conference On Friday
The Oilfield Water Connection’s Industry Update Conference this Friday October 4 is sold out with north of 170 attendees expected. The speaker line-up of industry executives and analysts is poised to deliver an important update on business conditions in the space – this will be a great learning opportunity. On …
Read More »Is It Really Different This Time? The Future Of E&P Includes M&A And ESG [Full PDF Download Of E&P Thought Piece]
Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking member to weigh in from their field. We don’t pay for these pieces and we don’t get paid for publishing them. In fact, we promptly reject anything that looks like a commercial. Our …
Read More »The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water
During 3Q19, the Infill Thinking research team: published 90 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the …
Read More »Another Large Carrier Exits Sand And Water Hauling. Read The Letter…
Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …
Read More »Goodnight Comments On Terminated Transaction, While Another Water M&A Deal Is Announced
Infill Thinking has obtained a statement from Goodnight Midstream in the wake of the M&A termination. CEO Patrick Walker told Infill Thinking… 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 …
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Infill Thinking Lifting the O&G knowledge curve