On Monday in the Permian,… 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 discuss our …
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In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »Hindsight Is 2022! Grading Infill Thinking’s Frac Predictions From A Year Ago
One year ago, we made 10 predictions about 2022 in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, if this were an exam in school, we’d have scored a 90%! There’s a lot more to this story… Login …
Read More »Superior Silica Sands Wet Plant Returns To Full Production
The very latest on a big 4Q22 development in the Eagle Ford sand supply stack… 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 »New Video, Details & Diagrams Emerge On Atlas Dune Express
After covering a radical project’s announcement and contracts last week, we have a few more details now… 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 »Atlas IS Building Their Delaware Basin Sand Conveyor After All! Dune Express Announced Today
This is, without any doubt, the most radical logistics concept that we’ve ever seen move off the drawing board in the frac supply chain. 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 »More Eagle Ford Sand On The Way?
A small local sand plant in the Eagle Ford about 40 miles south of San Antonio down 37 that never really did much. Is that about to change under new ownership? There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]
We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age…. 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. …
Read More »Super Majors Are Starting To Show Their Cards On Higher 2023 Shale Spending
Together we estimate Chevron and Exxon are running X frac crews and X rigs in the Lower 48. We dig into their budget and production outlooks given this week. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Quick Thoughts On Eagle Ford Sand Fire, Endangered Species, H2O M&A, & e-Frac Newbuilds
Four unrelated quick hits of interest in shale today are summarized below. 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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