Quick Thoughts

Our desk is churning out the research this week full steam ahead… 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 …

Quick update on a project which has stirred up local controversy… 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, …

HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market 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 …

  Infill Thinking first wrote about Atlas’s long-haul conveyor project nearly 5 years ago back in May 2019 (see point 10), well before it was announced in December 2022. Today, a major milestone was announced that we’ll see in person later this week! There’s a lot more to this story… Login …

Exxon’s proppant disclosures this week were fascinating but left us hungry to learn more… 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 …

This week, we have an update on E&P spending trends… 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 …

HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Here we bring you analysis on a big deal in frac 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 new to Infill Thinking, or your membership has …

This week, we have an update on local sand mining activity… 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, …

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 …