Quick hit from our big data update this week on D&C trends and forecasts… 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 …
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Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P market. 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 »Infill Thinking’s Top 15 3Q23 Updates During A Quarter When OFS Sentiment Did A 180° On The Macro
By The Numbers – Membership Resources Provided During 3Q23 In the 90 days ending September 30, 2023, the Infill Thinking research team: published 65 independent research updates, emailed 22 original Infill Thoughts newsletters to active members, conducted a survey on sand quality(see results) conducted an Eagle Ford field trip to …
Read More »A Local Sand Question Answered…
We’ve learned more about a datapoint mentioned in recent Infill Thinking research. 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 »IPO For A Sand-Free Fracing SCOOP/STACK E&P
Interesting E&P deal in the works… 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 …
Read More »Putting The Name To The Test! The First Known Mobilization Of A WTX “Mobile-Mini” Sand Mine Is Underway
More commonly called “infield mines” today, “mobile mini mines” were a concept that originally touted the ability to mobilize. Now, three years into the trend, we see an industry first mobilization getting underway… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Hi-Crush Is “Crushing It” With Their Infield Wet Sand Throughput
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 »E&P Water Monetization Deals Are Back With The Spin-Off Of A Soon-To-Be Billion Dollar Water Midstream Platform (Second Big Deal In A Month)
Big money water midstream deals are making a come back! 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 …
Read More »An E&P’s Permian Water Strategy Was In Focus In New York This Week
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… …
Read More »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 …
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