We are kicking off a new weekly data series this week. Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know …
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Permian Sand Mine Exposure To DSL Hot Zones [Chart Of The Day]
Some of the mines in the hot zones have mitigated risk by participating in one of the State’s two conservation plans, but in the case of a listing, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Simulfrac’s ESG Benefits Are Worth Noting As Emissions Activists Target Big Oil And OFS Shops Green Their Fleets [Simulfrac Series]
Most of our simulfrac series to date (5 installments listed below) have focused on operations and market ripple effects. But there are ESG benefits to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking …
Read More »Texas Frac Sand Hauling Market Share [Chart Of The Day]
Want to know how many trucks are hauling Texas frac sand and who controls them? We don’t have all the answers, but we have some of them…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Follow The Fleets – What Operators Are Saying About Frac Spreads In May 2021
In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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 »First Mover Electrifying The Frac Sand Hauling Fleet
We caught up with Detmar Logistics CEO Matt Detmar this morning to follow up on the Hylion press release and we learned the following:… 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 …
Read More »Heightened DSL Risk On Display In Recent SEC Filings
With the DSL coming up more frequently in our offline conversations with Infill Thinking members, some of whom fear the worst on a listing event this year, we went digging to learn more and turned up some very interesting findings in…. There’s a lot more to this story… Login to …
Read More »Short Takeaways From The Sidelines Of The First Produced Water Conference Since The Pandemic
This week, we attended and participated in the only in-person produced water / water midstream conference held so far in the pandemic era – The Oilfield Water Markets 2021 Conference. And it was awesome to be back out there mingling with so many great industry folks. As the first event …
Read More »Permian Fracs Could Be Sand Constrained In 2022 [Chart Of The Day]
For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 »Pressure Pumping Pricing Gains Are Inevitable. Right Guys? Right?
Our channel checks reveal some interesting things happening towards the commoditized end of hydraulic fracturing 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, …
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