Mobile nat gas fueled power gen equipment is a trending growth avenue attracting multiple oilfield service firms in the Lower 48. Here’s a must read primer on the rapidly evolving competitive landscape… There’s a lot more to this story… Login to see the full update… To read this update and …
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Your 4Q24 Public Shale Operator D&C Campaign Handbook
Who’s working what where? 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 our current …
Read More »Public Shale Operator 2024 Campaign Index [43 E&P PROGRAM NOTES]
Who’s working what where? 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 our current …
Read More »ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure
A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …
Read More »With U.S. Silica On The Verge Of Going Private, Who Was “Party B”? Detective Work Points To…
We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far this year… 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 »Shale Consolidation Kings [Charts Of The Day]
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
Read More »So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
Read More »Analysis & OFS Details On The 2 Newest Takeovers As E&P M&A Is Tracking Ahead Of Last Year…
We digest two recent deals in shale E&P, thinking through some of the potential implications for suppliers / supply chain and providing data-driven insight… 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 »Why Are Sand Haulers Exiting? Here’s Some Math That Every Trucking Customer Should Consider
Math to illustrate why quality carriers are dropping out of the frac sand market. 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 …
Read More »ProPetro Snaps Up Aqua Prop [ANALYSIS]
Info on a new M&A deal in frac sand. 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 …
Read More »Which Permian E&Ps Should Worry More About Their Frac Supply Chains Post-DSL Listing?
More context for frac supply chain risk after recent regulatory changes around species protection… 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 …
Read More »What Did Apollo Pay For U.S. Silica’s Frac Sand Business?
Data driven context as we continue to think through the big frac sand M&A deal announced last 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 to …
Read More »Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]
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 …
Read More »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 …
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