An Infill Thinking prediction is coming true. 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 …
Read More »Quick Thoughts
Vintage Distribution Of Permian In-Basin Sand Capacity [Chart Of The Day]
We are tracking 10 new Permian local sand mines this year, which got us thinking about the vintage distribution of in-basin nameplate capacity. 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 »When September Ends, Another Midland Basin Damp Sand Mine Will Be Open
We have confirmed that a new sand plant we’ve long speculated about is real and progressing towards imminent shipping. 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 …
Read More »Frac Inflation – One Big Driver Quantified [Chart Of The Day]
Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Follow Up: Triangulating On The Customer At The Newest Permian Basin Damp Sand Proximity Mine
We did some data mining on a new plant startup last week to figure out who is pumping its sand. 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 …
Read More »Live From New York… It’s Shale Outlook Time
With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »+1 Permian Basin Damp Sand Proximity Mine
A new plant startup this week makes good on an Infill Thinking prediction from two months ago. 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 »Just How Much Damp Sand Is Really Going Downhole In The Permian These Days?
Lots of people talk about wet sand. We quantify it – mine by mine, crew by crew, operator by operator – to put some context on market penetration. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Cutting Emissions In Sand’s Last Mile – Quick Update On Some Notable Recent Fleet News
Catching up with the company’s leadership team this week, we learned more about their CNG refleeting efforts announced last 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 …
Read More »Permian SWD Demand Moves Higher In 2022; E&Ps Factoring More Heavily Into Mix [Chart Of The Day]
It’s been an interesting year for water management as the disposal industry navigates new restrictions on injection amid surging water volumes from completions activity growth. 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 …
Read More »