We have identified plans to bring online a new large-scale, permanent Permian frac sand plant – the first in quite some time… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …
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This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. Login to see the full update… To read …
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Most Infill Thinking readers remember the go-go days for wellsite storage systems. A few years ago, the new gen silo and containerized sand system solution providers like Solaris and SandBox and PropX couldn’t build systems fast enough. Then along came the second wave of new gen systems (like SandStorm, Sand …
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One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
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The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …
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US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
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What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …
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A data-driven look at operating activity trends for the South Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …
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Context is key and we’ve got some for the big deals announced this week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …
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A data-driven look at operating activity trends for the West Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …
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Infill Thinking Lifting the O&G knowledge curve
