Water remains a hot topic as Permian volumes increase and recycling is a key focus for E&Ps there. This week, one large Permian E&P went into detail on their water strategy during an investor conference in NY. There’s a lot more to this story… Login to see the full update… …
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A Deep Dive On Smart Sand’s New “SmartBelt” Well Site Storage Systems That Can Move 12mm+ Pounds Of Sand In 24 Hours [EXCLUSIVE]
A deep dive on an evolving last mile logistics / well site storage system. 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 »People On The Move In The Frac Supply Chain & An Uncomfortable Frac Sand Hauling Foray
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …
Read More »Environmentalists (Or Bots?) Are Flooding The Now Extended DSL Listing Comment Period With Copy/Paste Text
The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 …
Read More »A New Powder River Basin Frac Sand Mine [Takeaways & Data Alert]
Lots going on with local sand supply in the Bakken/Rockies these days! Here’s an 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. If you are new to Infill Thinking, or …
Read More »Frac Customer Consolidation Shifts Into Higher Gear This Year [Chart Of The Day]
With yet another big E&P M&A headline, we refresh our M&A 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 …
Read More »The Latest D&C Fleets Operator-By-Operator
Who’s working where? 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 discuss our current subscription …
Read More »Here’s The Latest Frac Crew Counts By Pumper
A round up below of fleet counts… 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 »Produced Water Has Propped Up Some Marcellus-Utica Frac Crew Demand [That & 11 Other Takeaways From Pittsburgh E&P Water Conference]
If you missed the big produced water conference in Pittsburgh this week two things – check out our takeaways and don’t miss the next Oilfield Water Connection event in Houston November 2nd (link). Read on for key Marcellus takeaways… There’s a lot more to this story… Login to see the …
Read More »People On The Move – Frac Sand Leadership Changes
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some changes at a leading sand company. There’s a lot more to this story… Login to see the full update… To read this …
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