Quick Thoughts

The wait is over to see who one of ProFrac’s M&A targets is. 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 …

Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view 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. …

We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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. …

Developing news about a big issue for 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 your membership …

We look forward to meeting up with industry friends later this week in San Antonio at the big sand conference hosted by the Petroleum Connection. Here’s a quick event preview… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We digested new datapoints from ProFrac this morning… 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 …

More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… 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 …

Last week, we published two datapoints separately. Today, new revelations show that they go together… 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 …

Cost pressure in OCTG has already been a topic of interest…. there is a key datapoint to watch in this story headed into 2023…   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 …