After covering a radical project’s announcement and contracts last week, we have a few more details 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 …

This is, without any doubt, the most radical logistics concept that we’ve ever seen move off the drawing board in the frac supply chain. 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 …

A small local sand plant in the Eagle Ford about 40 miles south of San Antonio down 37 that never really did much. Is that about to change under new ownership? There’s a lot more to this story… Login to see the full update…  To read this update and receive …

In total, we estimate that ~X% of new gen systems are now 6+ years old, while another X% are 5 years old. 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 …

It’s hard to believe that it has been 6 years since this happened: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape [Exclusive Details] July 2022 was the 5-year anniversary of the opening of the Permian Basin’s first local sand plant. While some other basins …

We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age….   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. …

Together we estimate Chevron and Exxon are running X frac crews and X rigs in the Lower 48. We dig into their budget and production outlooks given this week. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

We think E&P behavior on capex this year exhibits signs of reversion to historical norms, albeit with less leverage than in the past, which is a positive sign for OFS firms because their price increases are translating to more capital not lower activity. There’s a lot more to this story… …

We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 …

Four unrelated quick hits of interest in shale today are summarized below. 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 …