In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: 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 …
Read More »Quick Thoughts
Four Frac Folks On The Move….
A few frac folks on the move 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 membership has expired, please email …
Read More »The One Chart That Says It All About US Frac Sand Supply/Demand
What a wild crazy insane ride the past five years have been in frac sand. This chart pretty much sums it up folks (click the chart to see it full size in a new window). Chart is followed by a couple observations… There’s a lot more to this story… Login …
Read More »Bankruptcy Bulletin – Summary Of Notable Developments In New And Old Cases In The Oilpatch…
In this update, we start with the new bankruptcies of the week before covering notable developments in several ongoing cases in the frac sand space. 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 »Hunch Confirmed… NOV SandBank Bound For Vaca Muerta
On September 16, Infill Thinking covered the deployment of an NOV SandBank system, writing that the system could be headed to Argentina’s Vaca Muerta Shale. At the time, the destination had not been publicized by the players involved and the origin was an Eagle Ford yard. Now about a week …
Read More »NWS Sand Plants Go On The Auction Block Thursday, And Bids Are VERY WEAK
Going once, going twice… 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 current …
Read More »‘Project Stars’ Complete – Schlumberger’s Frac Team Hands Over The Keys To Liberty
As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Delaware Basin City Running Out Of Water – An Underappreciated Story With Big Implications
In today’s bizarre world, so called “social media influencers” get millions of views for videos containing meaningless blather. On the other hand, we dug up a video posted about a week ago which everyone in the Permian oilfield should watch with rapt attention; however, it only had 25 views as …
Read More »In Other News… 4 Quick Hits From Frac Land
In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… 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 »Not Something You See Every Day….
An interesting datapoint gives a new dimension to the whole boxes vs. silos debate. 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 …
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