Several quick but big items caught our attention 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, you must be a member. If you are new to Infill Thinking, or your membership has expired, …
Read More »ProPetro Expects Flat 2024 Frac Activity, Not Losing Sleep Over Depressed Diesel Fleet Spot Market
From ProPetro last week, we heard … 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 »People On The Move In The Frac Supply Chain
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …
Read More »In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…
Several quick but big items caught our attention 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, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …
Read More »Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]
Today we have added a new resource for clients of our premium data service 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 …
Read More »+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand market. 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 …
Read More »Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 …
Read More »Celebrating Our 700th Newsletter Edition And 6 Years Of Independent Research. Have You Ever Wondered How Infill Thinking Got Its Name?
This Tuesday, Infill Thinking’s twice-weekly newsletter celebrates a nice milestone. We are shipping our 700th edition! Issue #1 was sent to a handful of early subscribers way back on October 21, 2016. 699 editions, thousands of readers, over 2,300 research reports published, and 6 years later, Infill Thinking is still …
Read More »A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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. …
Read More »Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders
Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far this year. 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. …
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Infill Thinking Lifting the O&G knowledge curve