Joseph Triepke

Quick Thoughts On OFS If XTO Buys Pioneer

Quick thoughts on OFS implications in a XOM / PXD M&A deal… 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 …

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ProFrac Studies Sand Spinoff

ProFrac has built up a big business in sand. What they do next could get interesting… 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, …

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A Local Sand Question Answered…

We’ve learned more about a datapoint mentioned in recent Infill Thinking research. 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 …

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Railed Damp Sand To New Mexico Is On Hold

A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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 …

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