Today we have added a new resource for clients of our premium data service 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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Update: PropCoater™ Units Are Spreading And Making A Positive Impact 6 Months After Launch
We caught up with the team behind new wellsite innovation that is gaining traction 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 are new …
Read More »Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts
The great Permian E&P consolidation spree continues with another big deal before the New Year. Long rumored, Oxy finally announced the CrownQuest acquisition today. $12bn. Press release. Another Public gobbling up a Private, and this time one of the biggest privates in the Permian was the target. Here are some …
Read More »Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at …
Read More »This Is One The Few Times That A Big E&P M&A Deal Has Some Things To Like For OFS
More data-driven context for OFS implications in the XOM / PXD M&A deal now that it’s official. 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 »Does Sand Quality Matter? Survey Results Part 1 – Executive Summary
Here’s what a whole bunch of folks in the know think about the importance of sand quality 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 …
Read More »Does Sand Quality Matter? Survey Results Part 2 – Data
Here’s what a whole bunch of folks in the know think about the importance of sand quality 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 …
Read More »Does Sand Quality Matter? Survey Results Part 3 – Comments
Here’s what a whole bunch of folks in the know think about the importance of sand quality 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 …
Read More »Thinking Through The Pros & Cons Of Wet Pile Storage Systems For Frac Sand On The Wellsite
More folks are looking at a new approach to wellsite storage… here are some things to consider as we look at the new tech. 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 …
Read More »Mobile Proppant Coating On-The-Fly May Be Coming To A Well-site Near You
In an Infill Thinking exclusive, we caught up with the team behind an interesting new wellsite innovation 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 …
Read More »A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil
We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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, …
Read More »Mineral Market Math: How Much Cheaper Is Damp Sand Than Dry Sand?
A question we get from industry contacts from time-to-time is “what’s the price spread between wet and dry Permian sand.” So here we did some math and reverse engineered a wet/dry price spread… interesting exercise, and we share it plus some implications. There’s a lot more to this story… Login …
Read More »Frac Sand Mine Orderbook Chatter Gets Louder
With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …
Read More »Who’s Moving The Frac Sand And How Much Are They Moving? [Chart Of The Day]
Here is a look at how proppant moves in the completions industry and who is moving it. 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 »Are Frac Sand’s Strategic Consolidators FINALLY Emerging?
Several recent datapoints may start to answer a key question holding up frac sand consolidation: who will the buyers be? Everyone in frac sand expects M&A…eventually… But the biggest hold-up to a deal flurry in the past 12-24 months has been a… There’s a lot more to this story… Login …
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