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 …
Read More »OFS Recovery Prediction, New Sand Records Expected, And The 2 Biggest Risks To OFS [Data Alert]
Quick hit from our big data update this week on D&C trends and forecasts… 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 »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P 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 …
Read More »Shale Frac Crews Hitting Bottom Now? [Chart Of The Day]
Going through our D&C model this week, something that jumps out is… 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 »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, …
Read More »Rail Cars Are Becoming A Cost Factor To Watch In The Frac Supply Chain
Cost deflation has been a theme in the drilling and completions market this year, but one aspect of the frac supply chain is bucking the trend. 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 …
Read More »Infill Thinking’s Top 15 3Q23 Updates During A Quarter When OFS Sentiment Did A 180° On The Macro
By The Numbers – Membership Resources Provided During 3Q23 In the 90 days ending September 30, 2023, the Infill Thinking research team: published 65 independent research updates, emailed 22 original Infill Thoughts newsletters to active members, conducted a survey on sand quality(see results) conducted an Eagle Ford field trip to …
Read More »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 …
Read More »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 …
Read More »In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more…
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 …
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Infill Thinking Lifting the O&G knowledge curve