This week, we digested an update from a frac market leader… 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, …
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Permian Local Sand Activity Hits A New All-Time High [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …
Read More »A Big Potential Development In The Wet Sand Pile System Game [SCOOP]
A potentially big development is brewing in the wet sand pile game… 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 »Key Takeaways From Liberty’s Moderating Frac Outlook
Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings season… 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, …
Read More »New Mexico’s New Crackdown On Permian Oilfield Water Disposal Highlights Flow Assurance Risk
An update on the regulatory situation in NM as it pertains to water disposal… 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 …
Read More »Permian Proppant New Entrant Update: Texas Wet Sand
We share company specific details after catching up with another private frac sand company’s management team. 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, …
Read More »Frac Crew Efficiency Hits New Record High [Data Alert]
A quick hit and chart from our big data update last week on D&C trends and forecasts… 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 …
Read More »2Q24 Post Mortem – Key Themes & Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 2Q24 In the ~90 days ending June 30, 2024, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, spoke at the premier industry conferences in the frac sand and oilfield water …
Read More »How Does A $1.9 Billion Dollar Sand Deal Happen?
We dig into one of the biggest frac sand stories of the year, with a look back behind the scenes at how the deal came 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 …
Read More »The Latest On A Pile System Service Provider [Field Check Notes]
We recently checked in with the co-founders of a wet sand pile system provider and here is 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 a member. If you …
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