This Tuesday, Infill Thinking’s twice-weekly newsletter celebrates a nice milestone. We are shipping our 700th edition! Issue #1 was sent to a handful of early subscribers way back on October 21, 2016. 699 editions, thousands of readers, over 2,300 research reports published, and 6 years later, Infill Thinking is still …
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A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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 »South Texas Sandemonium Continues…
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, …
Read More »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 …
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Infill Thinking Lifting the O&G knowledge curve