Infill Thoughts

On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login …

Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …

The Permian oilfield faces its second weather challenge of 2024 next 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 your membership has …

Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …

One year ago, we made 10 predictions about 2023 shale trends in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, pretty well despite the macro wildcards! There’s a lot more to this story… Login to see the full …

Just before the holidays, we had an opportunity to connect with a new brand name in frac sand logistics to lean more about their system and growth. The platform is new, but the team has been in the O&G business for a while and is committed to bringing what they …

We caught up with a large sand hauler to learn about fleet strategy, payloads and more… 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, …

  2023 was a busy and turbulent year in shale. While E&P spending rose, oilfield activity was a lot more volatile (up early, down late), and vendor pricing deflation impacted multiple OFS verticals including pressure pumping and frac sand. With 2023 drawing to a close, here are some statistics on …

Treasure trove of market information from an ongoing legal dispute in frac sand land… 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 …

Interesting new information about an ongoing legal dispute in frac sand land… 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 …