Next week, we will participate in the largest oilfield water management executive conference of the year. We encourage you to join us – if you are an OFS provider, this is one of the hottest issues your E&P customer are thinking about right now. Here is the conference information …
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As The Permian Shakes, There’s Less Than 2 Weeks Until The Main Event Of The Year In Produced Water – Join Infill Thinking There!
With headlines about induced seismicity like this one this week in the Midland Reporter Telegram yesterday, water is a big issue for EVERYONE doing business in the Permian. Yesterday, there were 5 seismic events greater than 2.5 mag and up to 3.9 mag recorded in a 1.5 mile area along …
Read More »Wet Sand Quick Hits – State Of Play Summary
We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand. … There’s a lot …
Read More »Frac Market Read-Through From Liberty As They Kicked Off OFS Earnings Season This Week
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… 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 »Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]
First-of-a-kind analysis on Permian frac supply chain. 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 »30 Days Until The Main Event Of The Year In Water Midstream – Join Infill Thinking There!
In about 30 days (May 8-9) at the Irving Convention Center, we’ll join hundreds of US oil industry leaders and investors to discuss one of the hottest topics in the oilfield – water management. In its fourth year, the widely anticipated Oilfield Water Markets Conference will dive into the evolving …
Read More »We Learned More About That New Martin County Frac Sand Plant [MAP]
Public record searches fill in some holes on a new sand mining location… 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 …
Read More »Discontent. Revolt. Walkout. Will Sand Haulers Go On Strike To Protest Rate Cuts?
For distressed last mile players, a last resort move might be in the works. 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 »Last Mile Rate Sheet Woes Foreshadow Potential Sand Hauling Capacity Exits
Over the past couple weeks, our industry contacts have been buzzing about some… 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 …
Read More »With 1Q24 In The Books, Here Is A Theme Summary Plus Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 1Q24 In the ~90 days ending March 31, 2024, the Infill Thinking research team: published 69 independent research updates, emailed 27 original Infill Thoughts newsletters to active members, conducted 2 Permian field trips to gather market intel regularly updated Lium Database Downloads …
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