Last week all the talk in the Eagle Ford frac supply chain market was of a mine closure that rapidly tightened the local proppant marketplace. Here are the details and market impacts… There’s a lot more to this story… Login to see the full update… To read this update and …
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Digesting The First Water Midstream Pure Play IPO Filing
We analyze a huge deal in water midstream. 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 …
Read More »ConocoPhillips Sinks Twenty Billion Into Permian M&A In 11 Months As Shell Exits Stage Left
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …
Read More »BRUTAL Business… A Second Sand Hauler Exits In As Many Days
Over the weekend we shared bad news about a large carrier closing shop. They weren’t the only sand hauler to call it quits last 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 …
Read More »4 Things We CLARIFIED In Grapevine This Week…
This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …
Read More »5 Things We LEARNED In Grapevine This Week…
This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …
Read More »Nat Gas Frac Crews – Where Might They Go In 2022 If Henry Hub Is $6+?
In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, where… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »STACKing Up Some Gains – MidCon Is A Dark Horse In 2021 Recovery
Infill Thinking keeps members abreast of drilling trends with our weekly rig count analysis – unique takes and presentation on otherwise pedestrian rig count 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 …
Read More »Articulating A Vision For The Future Of Frac Sand [Panel Preview]
We are looking forward to participating in the Petroleum Connection’s 10th Annual Frac Sand Supply & Logistics Conference. In advance of the event, we tip our hat to our friends at the Petroleum Connection for a decade of fantastic events in this sector – that’s quite a milestone and this …
Read More »Shots Fired In E-Frac World [Friday Fun]
Halliburton held a webcast during the Barclays investor conference this week, and we analyzed the finer points around ESG-fleets here. During our viewing, we kept getting distracted by the captivating…
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