With headlines about induced seismicity like this one this week in the Midland Reporter Telegram yesterday, water is a big issue for EVERYONE doing business in the Permian. Yesterday, there were 5 seismic events greater than 2.5 mag and up to 3.9 mag recorded in a 1.5 mile area along …
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Wet Sand Quick Hits – State Of Play Summary
We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand. … There’s a lot …
Read More »Frac Market Read-Through From Liberty As They Kicked Off OFS Earnings Season This Week
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 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 »Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]
First-of-a-kind analysis on Permian 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 membership has expired, please email us to …
Read More »30 Days Until The Main Event Of The Year In Water Midstream – Join Infill Thinking There!
In about 30 days (May 8-9) at the Irving Convention Center, we’ll join hundreds of US oil industry leaders and investors to discuss one of the hottest topics in the oilfield – water management. In its fourth year, the widely anticipated Oilfield Water Markets Conference will dive into the evolving …
Read More »We Learned More About That New Martin County Frac Sand Plant [MAP]
Public record searches fill in some holes on a new sand mining location… 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 …
Read More »Discontent. Revolt. Walkout. Will Sand Haulers Go On Strike To Protest Rate Cuts?
For distressed last mile players, a last resort move might be in the works. 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 »Last Mile Rate Sheet Woes Foreshadow Potential Sand Hauling Capacity Exits
Over the past couple weeks, our industry contacts have been buzzing about some… 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 …
Read More »With 1Q24 In The Books, Here Is A Theme Summary Plus Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 1Q24 In the ~90 days ending March 31, 2024, the Infill Thinking research team: published 69 independent research updates, emailed 27 original Infill Thoughts newsletters to active members, conducted 2 Permian field trips to gather market intel regularly updated Lium Database Downloads …
Read More »Sand Pile Frac Jobs Faced Their Weather Nemesis Head On This Week
As the frac supply chain evolves, new risks manifest in wellsite operations. In this update, we discuss the interaction of … 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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