We had a chance to get to know the latest new entrant in the Permian frac sand market a little better. Here’s what we learned… 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 …
Read More »Boots On The Ground Update Confirms New Midland Mini Mine Operations
Over the past month or two, we’ve been writing about a new mini frac sand plant in the Midland Basin. Although we haven’t been able to get into contact with the plant’s owners, we have managed to… There’s a lot more to this story… Login to see the full update… …
Read More »10 Things To Listen For This Week At The Big San Antonio Sand Conference Hosted By Petroleum Connection
We look forward to meeting up with industry friends later this week in San Antonio at the big sand conference hosted by the Petroleum Connection. Here’s a quick event preview… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »What’s PropX Up To? Tipping Boxes? Wet Sand Solution 2.0? “Sand Scorpion”? [Exclusive]
Over the past couple of weeks, posts have surfaced on LinkedIn showing a novel approach to wet sand container management from PropX (like this one, this one, and this one). Below is a slideshow with some of the videos and still shots we have seen surfacing online, followed by the …
Read More »ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
We digested new datapoints from ProFrac this morning… 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 us …
Read More »Deals Announced For Two More Mini In-field Mines For The Permian… But These Might Be A Longer Term Play
More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… 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 …
Read More »How Much Sand Will EOG Need In Their New Appalachian Play? Who’s Frac’ing For Them & Where? We’ve Got Some Answers…
EOG’s entrance into the Appalachian market could help to tighten proppant market conditions in a railed sand stronghold. 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 »New Proximity Damp Sand Mine Customer Revealed, Closing An Open Loop In Prior Infill Thinking Reports
Last week, we published two datapoints separately. Today, new revelations show that they go together… 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 »E&P Inflation Projections Given This Earnings Season Are Right In Line With Infill Thinking’s October Survey Data
How do the inflation expectations being outlined by E&Ps this earnings season compare to our recent survey results? We discuss along with company-specific datapoints in the full update… 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 »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 …
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Infill Thinking Lifting the O&G knowledge curve