Today an update on a tough situation for pumpers and E&Ps in the South Texas 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 a member. If you are new to Infill Thinking, …
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Oilfield Service Read-Through In The Latest E&P Mega-Merger
The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 …
Read More »Blue Diamond Proppants Report
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »XCL SandCo Report
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Utah – Get Me Two! [NEW MINES & DATA UPDATE]
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. 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 »Super Majors Need To Build More Permian DUCs In 2024
How are two of the biggest oil companies in the world thinking about shale development programs this year? 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 …
Read More »A Look At Permian Seismicity Trends As Delaware Spike Causes More Aggressive Regulatory Response [Chart Of The Day]
Something to keep an eye on in the Permian this year… 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, …
Read More »Update On Permian Sand Scramble – Situation Better But Still Not Normal
Field checks on seasonal sand struggles… 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 »In Other News… Midland Over Riyadh, Cudd Comeback & New Fleet, Cold Weather Scapegoat, & more…
Some big (and small) public companies have made announcements over the past few days that you should know about if you work in OFS, sand or other shale supply chain roles. Here’s a quick rundown of 8 key company disclosures: Midland Over Riyadh Today, Saudi Aramco press released a …
Read More »Scrambling For Permian Sand
Field checks show seasonal struggles with… 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 …
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