What to expect in rig count going forward? We discuss… 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 »Infill Thoughts
Hi-Crush Deploys A 6th Damp Proximity Mine, Encore OnCore! & An E&P’s Steep Adoption Curve Closes A Loop
We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 …
Read More »Water You Doing This May 17-18? Infill Thinking Shares Agenda Sneak Peek For The Top Event Of The Year In Water Midstream
In about two months, on May 17-18 at the Ft Worth Convention Center, US oil industry leaders and investors will gather to discuss oilfield water’s evolving business model, market structure, and the latest commercial trends. Chris Wright, CEO of Liberty Energy, is delivering the opening keynote on the future of …
Read More »A Chat With New LML Firm Prestige Logistics Group About Their Market Strategy & Ops
We caught up with the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Rigs & Frac Crews Operator-By-Operator For 2023 As Public Gas Drilling Appetite Begins To Taper
What’s new in the nat gas crash? Who’s working 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 …
Read More »CEO Change At A Large In-Basin Frac Sand Provider [EXCLUSIVE]
What firm just had a big leadership change and who took over? We discuss… 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 …
Read More »Public Gas Rig Count Data Remains Stubbornly (Misleadingly?) Resilient
What’s new in the nat gas crash? 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 »A Big Idle NWS Mine’s New Owner Is Looking To Rekindle It In 1H23
A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Private E&Ps Hit The Brakes On Gas Drilling [Charts Of The Day]
The tip of the spear in shale gas drilling is (Private E&Ps drilling) is clearly pointing lower now. 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 …
Read More »Undeterred By Flattening Market Conditions, Patterson-UTI Is Still Standing Up More Rigs & Frac Horsepower
We discuss a large pumper’s growth plans… 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 »