In this report, we share some regulation thoughts… 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 …
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Smart Sand’s Latest Market Outlook
Market takeaways from an NWS leader are covered in this 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, …
Read More »+1 Permian E-Fleet Prompts Quick Thoughts On The “ESG-Fleet” Recapitalization
This week, we share some e-fleet thoughts… 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 …
Read More »ProFrac Read Through For Frac & Sand
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. …
Read More »Rigs & Crews By Operator [PUBLIC E&P PROGRAM NOTES]
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 …
Read More »5 Key Takeaways From The Biggest U.S. Produced Water Executive Conference Of The Year
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 …
Read More »Atlas Moves One OnCore Mine And Orders Another. Also Provides Updates On The Fire, Conveyor, Pricing, & More…
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, …
Read More »Quick Hit Frac Market Takeaways From NexTier And ProPetro
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 …
Read More »Produced Water Industry Conference Preview – Who’s Coming Plus 10 Key Themes
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 …
Read More »As The Permian Shakes, There’s Less Than 2 Weeks Until The Main Event Of The Year In Produced Water – Join Infill Thinking There!
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 …
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