In this week’s regular rig count update, we take a look at what a large rig contractor said about customer 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 …
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Sandemonium Update On The One Month Anniversary Of The Permian Sand Scramble
Last week, Hi-Crush said on their 4Q19 earnings call that January 2020 was the strongest month of sand sales in any January in company history. This datapoint is inline with our recent stream of reporting on stronger than expected frac activity – and sand demand – starting with this update …
Read More »Not Dead Yet… The Beaten-Down Canadian Drilling Market Shows Signs Of Life
This week, we put a spotlight on drilling activity trends in the Canadian rig 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 …
Read More »8 Things FTSI Said This Week That Advance The 2020 Frac Market Narrative
Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping 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 …
Read More »End Of Week Roundup: Flaring Crackdown Risk, Will Laredo Sell H2O System? Sand Unbundling & Use Spike, RIFs, EIA Forecast Fade, & A Little Friday Humor…
In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Meet Another Leader In Frac Sand’s “In-Field Mine” Movement
This week, we had a chance to catch up with another mobile mini plant pioneer to learn about their approach. This is the third mobile mini plant provider we’ve profiled since writing a deep dive on the theme a month ago, which got folks talking and has drawn out new …
Read More »A Big Fade In Local Sand Mine Activity Late Last Year Set Up A Tighter 2020 Frac Sand Market [Sand Chart Of The Day]
With fewer greenfield projects actively under construction now than at any time in the past three years, we believe that nameplate capacity activations at large-scale fixed local frac sand plants are mostly in the rear-view mirror now. Here’s a data-driven assessment of local sand mine activity in the Lower 48, …
Read More »An Eagle Ford Leading Indicator Surged In January – Positive For 2020 Frac Activity In South Texas
A look at a leading indicator in a key southwest market is the subject of this weekly rig count data spotlight.. 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 …
Read More »Oilfield Water M&A Deal News Slows In Early-2020. Why & What’s Next…
2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 …
Read More »Hot On The Heels Of Hi-Crush’s Mobile-Mini Division Launch Comes Related News About A Potential Application
We are able to put some important context around the first newsbyte about Hi-Crush’s mobile mine solution beyond their official announcement about the new division launch last week. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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