Quick update on a project which has stirred up local controversy… 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, …
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Permian Sand Is Plentiful… Right? Hmmm, About That… [ANECDOTES & NEW DATA]
In this update, we share some things we are hearing from channel checks about Permian sand markets… 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 »In Other News… Slide & Mine Downloads, Storm Update, OFS Competition, Driverless Sand Delivery, & People On The Move…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »Controversial Frac Sand Mine Decision Delayed Again
Quick update on a project which has stirred up local controversy… 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 »Soft Frac Service Pricing Weighs On Halliburton’s New Year Outlook
HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market 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 …
Read More »A Frac Sand Industry First Happened Sunday. We’ll See It In Person Thursday…
Infill Thinking first wrote about Atlas’s long-haul conveyor project nearly 5 years ago back in May 2019 (see point 10), well before it was announced in December 2022. Today, a major milestone was announced that we’ll see in person later this week! There’s a lot more to this story… Login …
Read More »10 Pet Coke Proppant Questions We Wish The Analysts Would Have Asked Exxon During Their Webcast
Exxon’s proppant disclosures this week were fascinating but left us hungry to learn more… 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 »What’s Left In The Tank For 4Q24? [DATA ALERT]
This week, we have an update on E&P spending trends… 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 …
Read More »Halliburton Frac Unit Feeling The Market Pressures But Adding E-Fleets & Confident In Premium Equipment Outlook
HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »A Big Deal In Frac Sand As Covia And Black Mountain Combine
Here we bring you analysis on a big deal in frac sand… 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 …
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