Sand litigation is back. We analyze the new suits and implications 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 new to Infill Thinking, or your membership has …
Read More »Thinking Ahead
Shale E&P Capex Follow Up – A Forward Thinking Data Update
E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 2023… 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 …
Read More »Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?
E&P spending plans are evolving rapidly… 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 …
Read More »Good News Could Be Brewing For E&Ps In The Last Mile Market
An interesting / surprising inflection in the mainstream narrative around trucking is worth watching for everyone in the frac supply chain. 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 »Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service
NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… 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 »U.S. E&Ps Face An Uphill Battle In 2022 – Three Key Themes Could Put A Spoke In The Wheel
WTI is flirting with $85/bbl this morning. It’s a great time to be an E&P right? Not so fast my friend… 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 …
Read More »A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022
Sand demand is up but supply base is evolving too. Here’s how… 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 »New Year Could Bring Bigger Headaches For Permian Sand Buyers…
Thinking ahead about frac sand sourcing in 2022 for the Permian Basin. 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 »Early Voting: Our First Impressions On Key 2022 Trends As The Survey Results Pile Up
As more results flood in from our 2022 survey, we are starting to see some key 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 …
Read More »7 Reasons Why Frac Sand Pricing Has Positive Momentum Building Into 2022
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
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