We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »Panel Preview – The State Of The Frac Sand Industry
We look forward to meeting up with industry friends next Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. 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 »An Interesting Bifurcation In 1Q23 Rig Count Trends
What are we seeing in drilling trends? We discuss… 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 »Haynesville Damp Sand Trends
We take a look at the latest wet vs. dry sand trends in the Haynesville for this update… 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 »DJ Basin Operators Finally Get Some Local Sand
After years of talk, there’s action on local sand in Colorado. 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 »Active Frac Fleet Count Trends [Chart Of The Day]
We estimate there are X-X fleets active in the U.S. market today. Here’s how that trend looks over time with a few thoughts on 1Q23 trends in completions… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market
For all of 2022, frac crews had no trouble finding work. Is that changing now? 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 …
Read More »Updated List Of Permian E&Ps That We Count As Wet Sand Adopters
A data-driven look at demand trends for West Texas local damp frac sand. 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 »Permian Sand Supply – Is It Damp Or Is It Dry? [Chart Of The Day]
A data-driven look at capacity trends for the West Texas local frac sand mining industry. 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 …
Read More »Infill Thinking’s Top 10 1Q23 Updates [Another Volatile Quarter In Review]
By The Stats – Membership Resources Provided During 1Q23 In the 90 days ending March 31, 2023, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …
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Infill Thinking Lifting the O&G knowledge curve