10 Friday Follow Ups: In-Field Mine News, Damp Sand Trends, H2O M&A, Minions, Debris Fears, Permian Oil Oops, OCTG, & More…

Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here…

Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were big enough that we wrote whole pieces on them (here and here). Others are summarized in the Friday Follow-up quick hits below…

There’s a lot more to this story…

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