Infill Thoughts

Our conversation with Chris Jensen, manager of one of two leading conservation plans relevant to the DSL, was much scarier than we expected going in as it pertains to what things will look like after a listing becomes effective (which Chris thinks is highly likely, but isn’t sure when…). There’s …

We caught up with U.S. Silica’s O&G team to learn more about a new technology they are introducing at the wellsite… 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 …

Market takeaways we learned from the second earnings report Atlas Energy Solutions has provided as a public company… 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 …

What’s Exxon going to do with their sand strategy? The discussion continues here… 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 …

Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here). 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. …

Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …

This week, we updated several proppant market data files for Lium data clients. Here are key takeaways…   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 …

This week, Liberty talked quite a bit about.. As a general impression… 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 …

This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …

Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23…   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 …