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 …
Read More »Infill Thoughts
Eagle Ford And Haynesville Frac Supply Chains Are Bracing For Cold Weather Impact; Preparing For Potential Downtime
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. …
Read More »CCUS Proppant? Another Super Major Is Cooking Up Something Big In Proppant Material Science…
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 …
Read More »We Saw A Lot On The Road In WTX & NM This Week… Quick Thoughts Ahead Of More Details Next Week…
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 …
Read More »Out Of Office To Find Things Out In The Permian
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 …
Read More »Frac Crews Have Never Been This Efficient [Chart & Data Alert]
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 …
Read More »In The New Pet Coke Proppant Game, An Angle For Local Sand Plants?
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 …
Read More »Pet Coke Well Production Study [Data Alert]
In this update, we’ve unearthed new data on the trend everyone’s talking about in proppant… 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 »In Other News… Frac People On The Move, Trucking Still Tight, Frac’ing Down Under, & more…
In this update, a round up of quick hits you should know about if you participate 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 …
Read More »Ranking The U.S. Shale Plays By Private E&P Concentration
In this update, a data driven look at operators in a new way… 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 »
Infill Thinking Lifting the O&G knowledge curve