Data on differences in rig trends by operator type… 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 »Atlas’s New Sand “Drop Depot” & 100-Ton Payloads Get The Spotlight In Video Update With Earnings Release
Market takeaways we learned from the second earnings report Atlas Energy Solutions has provided as a public company… 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 »More Teasers, But XTO Is Not Yet Ready To Tip Their Hand On Permian Well Productivity Push
What’s Exxon going to do with their sand strategy? The discussion continues here… 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 …
Read More »US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends
US Silica provided their outlook and some big new disclosures 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 …
Read More »Pressure Pumper Management Teams Address Market Challenges
Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here). 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 »Notes From The Road In Eagle Ford [Quick Hits & Photos]
Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …
Read More »Open Season On Railed New Mexico Damp Sand Begins Wednesday – Pricing, Bid, and Capacity Details Here…
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Tracking U.S. Frac Sand Mine Activity In 2Q23 [New Data Release]
This week, we updated several proppant market data files for Lium data clients. Here are key takeaways… 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 »Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways]
This week, Liberty talked quite a bit about.. As a general impression… 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 »NexTier’s APEX Damp Sand Pile Solution Is Impressive In-Person – Has A Good Growth Fairway Ahead [Boots-On-The-Ground Report]
This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …
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Infill Thinking Lifting the O&G knowledge curve