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 …

We discuss how aggressively Publics acquired Privates in shale E&P this year… 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 …

The wait is over to see who one of ProFrac’s M&A targets 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 …

Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view 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. …

A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from 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. …

Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. 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. …

We very much enjoyed interacting with everyone in San Antonio for the Petroleum Connection’s sand conference this week. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here this week. There’s …

Developing news about a big issue for 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 your membership …