From ProPetro this 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 …
Read More »Infill Thoughts
Permian Water Paradigm Shifting [5 Takeaways From Houston Conference]
We had a great experience at this week’s oilfield water connection conference in houston. Here are 5 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 …
Read More »Atlas Shares Sand Market Outlook
Sand market takeaways we learned from the 3Q Atlas earnings report… 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 »Chevron Points To Some Familiar Culprits In Permian Production Slip
Chevron’s earnings this morning reminded us that two challenges we’ve written a TON about here at Infill Thinking are not dead. 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 »Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone [Data Alert]
A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …
Read More »Spot Exposure Comes Back To Bite In Frac
Catch up on the key points in pressure pumping… 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 …
Read More »Halliburton’s Frac Outlook
The company’s earnings report and call today suggested… 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 …
Read More »Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…
What’s the latest entrant in Permian sand mining up to? Something new? We discuss… 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 »Liberty’s “Boring” Frac Outlook
This week, Liberty talked quite a bit about.. 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 …
Read More »Meet K2 Sands – A Chat With The Wellsite Pile Pioneers Now Rolling The New Storage Approach Out At Scale
An in-depth, behind the scenes look at a new brand coming to market under an established logistics umbrella to innovate in the wellsite storage 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 …
Read More »