This week, we have an update on local sand mining activity… 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 »Quick Thoughts
Sand. Power. Water. September. October. November.
In the time between Labor Day and Thanksgiving this year, we will be on the road a lot to participate in 5 key industry events. The conferences cover 3 of the shale industry’s top categories (each with robust addressable markets). We hope to see you at some of these. Today, …
Read More »Haynesville Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »Specter Of 4Q Budget Exhaustion Looms Large [DATA ALERT]
Login to see data takeaways from another collection effort by our tier one data team! 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 »Seasonality & Strong Demand Boost Northern Mines [DATA ALERT]
This week, we have an update on nationwide sand mining activity… 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 »Permian Frac Sand Sets A New Record [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »One Step Forward, One Step Back For This Pressure Pumper’s Sales
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 »The Latest D&C Trends [Shale Monthly Activity Data Alert]
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update… To read …
Read More »Was The 2Q26 E&P M&A Lull Just The Calm Before The Storm? [Data Alert]
Refreshing our upstream consolidation monitor with thoughts on where things go next in dealmaking among operators… 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 »OFS Earnings Learnings – Some Common Threads To Pull On…
Quick thoughts on what we’ve heard so far and what it means for the rest of oilfield 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 …
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