Infill Thoughts

  Important sand supply update in a Lower 48 nat gas basin. 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 …

We traveled into the heart of the Permian to see a new wet sand pile system 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 you are new to …

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 …

Important sand supply update in the Lower 48’s largest frac sand 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, or your membership has …

Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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. …

Elaboration from conference call on breaking M&A deal news in frac sand this morning… 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 …

Thoughts, data, analysis and context on the breaking M&A deal news in frac sand this morning… 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, …

  Several quick but big items caught our attention 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 you are new to Infill Thinking, or your membership has expired, …

From ProPetro last week, we heard … 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 …

Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics. Here we discuss some recent changes across various companies in the frac supply chain. There’s a lot more to this story… Login to see the full …