New details on a privately-held last mile logistics solution 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 member. If you are new to Infill Thinking, or your …
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Technical Reports On Atlas Kermit & Monahans Sand Mines
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. 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 »Atlas Sand Plant Utilization Approached 100% Of Nameplate In 2022 & Other IPO Takeaways
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. 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 »Texas Ice – Permian Frac Crews Lose Days And Eagle Ford Sand Mines Fall Behind
Today we have prepared the following bullet point summary to update members on the Texas frac market following this week’s winter weather event in the southwest. 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 …
Read More »Who’s Fracing In Shale Gas? Company-by-Company Analysis…
With concerns growing about a gas fracing slowdown, we analyze fleet composition for the total US and the gas plays in particular. 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 …
Read More »The First Evidence That Natural Gas Activity Is Slowing Down [Chart Of The Day]
Widely relied upon public data is causing a false sense of security about the resilience of shale gas activity. 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 »ESG Narrative Downshifting Detected In Meetings With Non-O&G Industry Executives In LA This Week
This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… 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 »HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Frac Sand Mine Activity Growth Rate Cooled In 4Q22 [Chart Of The Day]
Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update… To read …
Read More »Quantifying A Contributing Factor In The Sudden Permian Sand Tightness This Week [Chart Of The Day]
This week we’ve heard some anecdotes about the frac market that sent us into our data library to provide some context with hard numbers for a very important trend… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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