Infill Thoughts

ProFrac earnings this week were met with applause on Wall Street. Here we look into the key points for OFS and E&P folks. 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. …

Who’s working what where? 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 our current …

  Water market takeaways we learned from attending the best conference for produced water in the U.S. of 2024 earlier 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 …

Sand market takeaways we learned from the latest Atlas earnings report… 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, …

This week, we digested updates from two large frac oufits. 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 …

  Next week, we will participate in the largest oilfield water management executive conference of the year. We encourage you to join us – if you are an OFS provider, this is one of the hottest issues your E&P customer are thinking about right now. Here is the conference information …

With headlines about induced seismicity like this one this week in the Midland Reporter Telegram yesterday, water is a big issue for EVERYONE doing business in the Permian. Yesterday, there were 5 seismic events greater than 2.5 mag and up to 3.9 mag recorded in a 1.5 mile area along …

We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand.  … There’s a lot …

Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… 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, …

First-of-a-kind analysis on Permian 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 are new to Infill Thinking, or your membership has expired, please email us to …