Quick Thoughts

Earlier today, we updated our Wellsite Storage system count file for data clients (download link). As a key takeaway… 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 …

Quick thoughts on OFS implications in a XOM / PXD M&A deal… 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 …

Going through our D&C model this week, something that jumps out is… 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 …

ProFrac has built up a big business in sand. What they do next could get interesting… 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, …

A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 …

Data on differences in rig trends by operator type… 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 …

Want to know how many trucks are hauling Texas frac sand and who controls them? We did some work on that question 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 …

In this data driven post, we discuss the bottoming trends in shale 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 …

Whatcha think about the importance of sand quality vs. origin-destination pairing these days? 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 …

In this data driven post, we discuss the trend in Permian simulfrac 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 …