What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we discuss… 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 …
Read More »Quick Thoughts
A Couple Notable Wellsite Storage / Last Mile Nuggets
We have visual confirmation that a new Scorpion system has deployed in the Haynesville and is now working on a bundled Liberty frac crew acquired in the One-Stim transaction… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »After Four Years Of Decline, Wellsite Storage Counts Look Flat To Up In 2023 [Chart Of The Day]
Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway, our estimated count for…. 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 »Results From Impromptu Poll On Future Of Energy
We are setting a calendar reminder for 2050 to revisit this post and see who’s right! 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 »Atlas Files IPO, +5mmtpa Permian Sand Capacity, $400mm Conveyor Price Tag, Autonomous Wellsite Delivery & more!
This is a developing story… 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 …
Read More »U.S. Sand Driver Shortages Have Mostly Abated, Except In One Particular Basin
In the Permian, we hear much less about sand driver shortages than we used to here recently. Not so in the… 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 …
Read More »Frac Service Providers Warn Of Gas Basin Pullback As The Oil Basin Frac Outlook Flattens Out
The pumpers had some interesting things to say this week… we break it down 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 new to Infill Thinking, or …
Read More »In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & 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 »Big New Atlas Sand Trailers Hit The Road…
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 …
Read More »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 …
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