A look at the addressable market for oilfield services, equipment, supplies, and consumables. 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 »Quick Thoughts
US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 »In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…
Several quick but big items caught our attention 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 to Infill Thinking, or your membership has expired, please …
Read More »Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 »“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Read-through to the D&C market from a leading player in both rigs and frac crews today… 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 »Alpine Silica Spinco… Standalone Frac Sand Going Public Again?
Quick thoughts on a potential new ipo in the proppant space… 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 »E&P M&A Off To A Rip-Roaring Start In 2024 [Chart Of The Day]
Refreshing our upstream consolidation monitor after FANG/Endeavor, a few thing stand out… 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 »Frac Conference Quick Thoughts
This week, we are attending a large industry event, and here are some things that stood out to us from our conversations there. 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 »South Texas Sand Update [Quick Hits & Data Downloads]
This week, we are catching up on sand trends in south Texas and documenting what we have uncovered… 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 »4Q Frac Sand Plant Activity Update [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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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