Infill Thoughts

In this update, we share a note from the road where we spotted something interesting… 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 …

A frac sand plant in South Texas has traded hands – read the scoop here… 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 …

In point one of this report a couple weeks ago, we wondered if Halliburton might consider expanding their minority interest in VoltaGrid to a controlling position. Yesterday, HAL’s CEO said… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We tagged along with a leading E&P during an industry-first frac supply chain prototype demo last week. Here is what we saw and thought about it… 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 …

  With the Eagle Ford and Haynesville now under winter storm warning, here’s what we are hearing from completions contacts in both basins… 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. …

While reviewing patent records we bumped our noses into something very very interesting this week… 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 …

We drove more than 1,000 miles over the past couple of days getting our eyes on Midland and Delaware Basin frac jobs, frac supply chain solutions, and sand mines. Our Permian tour included in-person meetings/tours and visual inspections spanning dozens of notable locations. Notably, we witnessed two major industry firsts …

  Our team will put a lot of miles on the truck over the next couple of days. We are traipsing all over the Permian, starting in the Midland Basin and traveling out in to the Delaware as well. Our PPE is packed and we are doing what we love …

In this update, a data driven look at frac 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 to Infill Thinking, or your membership has expired, please email …

In this update, we ponder a proppant transport angle that might be a tangential angle on a new trend that local sand plants can exploit to fend off substitution risk and E&Ps can use in as an alternative to heavily patented pet coke proppant… There’s a lot more to this …