Everyone knows that you often learn just as much in the side hallways of industry events as you do in the main hall. In that vein, here are 5 interesting things that we learned in conversations with industry contacts at the event. These are pretty dense and provide plenty of …
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Tracking The Produced Water Re-Use Leaderboard & Changes In It [Chart Of The Day]
Last week, we published a research update discussing why produced water reuse as frac fluid is on the rise and what factors might drive the next leg up in the treated water trend in fracing. The catalyst for that piece was a research project our team was conducting to update …
Read More »Hot Takes From The Big Stage During Last Week’s Local Sand & NWS Panels At The Petroleum Connection Event
Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …
Read More »A Potential Game Changer In The In-Basin Sand Story…
Infill Thinking participated in the Petroleum Connection’s frac sand conference in San Antonio this week. We will share a full recap of our key takeaway in a piece early next week – we learned quite a bit on the sidelines of the show as well as during several of the …
Read More »A Quality Carrier’s Permian Exit Escalates Frac Supply Chain Sustainability Questions [Read The 2nd Letter]
A good, quality, upstanding outfit just exited stage left. While industry-wide capacity reductions are needed, we see this news as a bad omen for the industry at large… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Here’s What We Are Listening For At 2019’s Biggest Frac Sand Conference Happening This Week…
The Infill Thinking team has arrived in San Antonio to participate in the biggest (and best) frac supply chain trade show of 2019, hosted by Petroleum Connection. Infill Thinking is pleased to announce our participation as an exhibitor, panel speaker, and as event MC for the first day of the …
Read More »Uptick In Unusual Compliance Disclosures By A Permian Pressure Pumper (And One Of Their Customers)…
This chain of events may end quietly with little fanfare and that’d be great. But we’ll be keeping an eye out for additional filings here as it’s not every day we see this much action on the legal disclosure front… There’s a lot more to this story… Login to see …
Read More »Of ‘Quartz’ You Can Pump In-Basin Sand In The Permian [Guest Post]
We first learned that Wood Mackenzie had conducted an independent study on the performance of local sand downhole in a tweet from Robert Clarke, the firm’s Lower 48 upstream research director who some of you may have met at our recent member meetup in Fort Worth. Respecting Robert and Wood …
Read More »Produced Water Reuse Is Rising, But The Ceiling Is Still High
Over the past 24 months, several driving forces have advanced the upstream industry mindset on water recycling, causing reuse to rise sharply. But there’s still plenty of room to grow, and we take a look at why, where things stand now, and what’s next in water recycling. If you are …
Read More »Monarch Silica Is Ramping In The Eagle Ford [Eagle Ford Stops Along The Road]
Last week during our Eagle Ford market intel gathering trip (see big picture highlights here), we stopped by the Monarch Silica frac sand production facility situated about 20 miles due south of San Antonio. In our meeting with management at the location we learned that… There’s a lot more to …
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Infill Thinking Lifting the O&G knowledge curve