One year ago, we made 10 predictions about 2023 shale trends in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, pretty well despite the macro wildcards! There’s a lot more to this story… Login to see the full …
Read More »In Other News… Kermit Hit Piece, “New Year, New Job”, Apache / Callon, 1Q24 Activity Datapoint, Permian Field Trip Next Week, & More…
Several quick 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 email …
Read More »Piling On In 2024 – New Wellsite Storage Player Is Betting Big On Damp Sand Growth [Exclusive]
Just before the holidays, we had an opportunity to connect with a new brand name in frac sand logistics to lean more about their system and growth. The platform is new, but the team has been in the O&G business for a while and is committed to bringing what they …
Read More »Mixed Signals Are Better Than Bad Only Signals At The Holidays [Seasonal Anecdotes]
See what our contacts think about activity in December / January. 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 »Large South Texas Sand Hauler Makes A Big Trailer Fleet Shift [Exclusive]
We caught up with a large sand hauler to learn about fleet strategy, payloads and more… 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, …
Read More »Infill Thinking’s Top 23 Market Intelligence Updates Of 2023
2023 was a busy and turbulent year in shale. While E&P spending rose, oilfield activity was a lot more volatile (up early, down late), and vendor pricing deflation impacted multiple OFS verticals including pressure pumping and frac sand. With 2023 drawing to a close, here are some statistics on …
Read More »In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Treasure Trove Of Frac Sand Market Color From Lawsuit Exhibits
Treasure trove of market information from an ongoing legal dispute in frac sand land… 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 »Allegations Of “Double-Cross & Purloin” In Damp Sand Mine’s Desperate E&P Lawsuit
Interesting new information about an ongoing legal dispute in frac sand land… 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 »Infill Thinking’s 1st Annual Frac Sand & Logistics Consumer Report Is Available For Purchase
Finish 2023 Strong With A Valuable Market Benchmark With 2023 winding down, you may find your team with some unspent funds left in your marketing or market intel budget. Here’s an idea to invest that wisely before year-end with a unique and valuable resource that will serve you well …
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Infill Thinking Lifting the O&G knowledge curve