HAL earnings hit the newswire today 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 must …
Read More »Quick Thoughts
U.S. Frac Sand Mines Worked Harder During 2Q24 [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 …
Read More »Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Some quick follow-up thoughts / corrections to a datapoint we discussed earlier 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 …
Read More »Lower WTX Sand Prices Are Now BAD News For CUSTOMERS… [Data Alert]
In this data driven post, we discuss frac sand price 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, …
Read More »In Other News… Frac Sand Rebrand, 2 Shale IPOs, Protest Convoy In The Dunes, Regulatory Power Drain, Beryl, New Name In Pile Game, & More…
10 quick (but notable) items worth of Infill Thinking members’ attention 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, or your membership has …
Read More »How Has The Shale OFS Outlook Evolved Over The Past 6 Months?
A quick update on how OFS industry expectations have been evolving this year… 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 »The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes]
We caught up with a privately-held frac sand supplier this week… here’s what we learned. 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 »Not Just Rigs. Private E&P Presence Quieter In Completions Mix Too… [CHART OF THE DAY]
Data trends for frac market. 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 »A Look At The Main Reason OFS Feels So Soft This Year [CHART OF THE DAY]
Data trends for drilling market. 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 »Wet Sand Market Penetration [CHART OF THE DAY]
Supplementary details to add context for a recent M&A 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 …
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