A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds this week… 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 …
Read More »Quick Thoughts
Checking In On Private vs. Public E&P Rig Count Trends [Chart Of The Day]
Data on differences in rig trends by operator type… 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 »Frac Trucking – Pressure Pumpers Add Drivers In 2023 As Several Sand Haulers Close Shop
Want to know how many trucks are hauling Texas frac sand and who controls them? We did some work on that question this week… 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 …
Read More »Probing For Shale Activity Bottom At $90 WTI [Data Alert]
In this data driven post, we discuss the bottoming trends in shale 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 …
Read More »Question Of The Day… Sand Quality’s Relevance To Source Selection [Quick Poll]
Whatcha think about the importance of sand quality vs. origin-destination pairing these days? 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 »Permian Simulfracs Breach The 20% Milestone [Data Alert]
In this data driven post, we discuss the trend in Permian simulfrac 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 …
Read More »Live From New York… It’s Shale Outlook Time!
With the rubber hitting the road on 2024 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us in publicly available transcripts emanating from the event… There’s a lot more to this story… Login to …
Read More »The Great Sand Price Debate… What To Make Of Conflicting Datapoints? [Data Alert]
US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …
Read More »U.S. Horizontal Drilling Demand Decline Stabilized A Lot In August [Shale Monthly Activity Data Alert]
In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 »OnCore #8 In The Works?
We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 »