Infill Thoughts

Checking In With The Biggest Haynesville In-Basin Sand Supplier

We caught up with the management team of the only company operating two new construction local frac sand plants in the Haynesville shale for the latest scoop on their operations… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …

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Checking In On Sierra Frac Sand In The Haynesville

We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

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The 2H19 Drilling Slowdown Came Early. How Low Will We Go?

While our recent work on rig count has detected signals from E&P operators that more rig releases are coming, this won’t be a 2H19 pivot but rather the continuation of a now well established trend. There’s a lot more to this story… To read this update and receive our research …

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Cranking Up The Juice On The Electric Frac Replacement Narrative

In an after-hours newsletter one month ago, we warned Infill Thinking members that the buzz around electric frac fleets was poised to surge to new heights. That happened and then some! We take a look at the narrative that Wall Street has been pushing since the big dual e-fracing datapoints …

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Produced Water Pow Wows On The Rise… [Chart Of The Day]

Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …

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What Does “Sustainable” Look Like? [A Frac Sand Op-Ed]

I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …

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