Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …
Read More »In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »2023 Off To A Smooth Start – Notes From Our Frac Supply Chain Checks This Week
After canvassing quite a few contacts in the supply chain this week, it appears to us that the… 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 »ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023?
Our most read research update in 2022 (here’s a link to the top updates list) was titled “Who Else Is ProFrac Buying?”. Since that was written back in October, ProFrac announced three more acquisitions (two in sand – Monarch, Performance Proppants – and one in frac – Rev). Will ProFrac …
Read More »ProFrac Secures A Nice Competitive Advantage In The Haynesville Pressure Pumping Market
Here’s our take on the latest ProFrac acquisition in 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 has expired, …
Read More »Infill Thinking’s Top 22 Market Intelligence Updates Of 2022
2022 was a busy year and a good year in shale all around. E&Ps and OFS verticals in most basins enjoyed growth. With 2022 drawing to a close, here are some statistics on the member resources Infill Thinking provided during 2022 followed by a list of the most popular research …
Read More »Hindsight Is 2022! Grading Infill Thinking’s Frac Predictions From A Year Ago
One year ago, we made 10 predictions about 2022 in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, if this were an exam in school, we’d have scored a 90%! There’s a lot more to this story… Login …
Read More »Superior Silica Sands Wet Plant Returns To Full Production
The very latest on a big 4Q22 development in the Eagle Ford sand supply stack… 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 »Permian Flow Assurance Risk Rises – 2 Of Texas’s Top 5 Earthquakes Ever Recorded Shook The Permian In The Past Month!
The Gardendale Seismic Response Area appeared to be working… until last Friday. 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 »Jingle Bell Frac…. Stream Infill Thinking’s Oilfield Christmas Carols On Spotify, Apple Music, Or Pandora!
Re-wording and recording the holiday classics to reflect the latest oilfield trends is a Christmas tradition as old as Infill Thinking itself. For the past six years, we’ve re-written a holiday classic (or two) to reflect the spirit of the season and shale trends. Part market research, part holiday cheer …
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Infill Thinking Lifting the O&G knowledge curve