Infill Thinking Lifting the O&G knowledge curve
In Other News… Frac Sand Rebrand, 2 Shale IPOs, Protest Convoy In The Dunes, Regulatory Power Drain, Beryl, New Name In Pile Game, & More…
Latest Thoughts
Analysis & OFS Details On The 2 Newest Takeovers As E&P M&A Is Tracking Ahead Of Last Year…
2Q24 Post Mortem – Key Themes & Infill Thinking’s Top 15 Research Reports Of The Quarter
How Does A $1.9 Billion Dollar Sand Deal Happen?
The Latest On A Pile System Service Provider [Field Check Notes]
How Has The Shale OFS Outlook Evolved Over The Past 6 Months?
Just The E&P Responses To Our 2024 Mid-Year Survey [Charts]
Mid-Year 2024 Oilfield Survey Results Are In! [Charts]
Permian Permits Perk Up [CHART OF THE DAY]
The Risk/Reward Profile Of OFS Investing Today [Voice Of The Industry With AI-Enhanced Sentiment Data]
What Will E&P M&A Do To The OFS Markets? [Voice Of The Industry With AI-Enhanced Sentiment Data]
If You Are A Frac Sand Producer, Why Dig A Hole Just To Dig A Hole?
The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes]
Not Just Rigs. Private E&P Presence Quieter In Completions Mix Too… [CHART OF THE DAY]
Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
Provider Implications In This Week’s E&P M&A Deal – Matador / Ameredev
A Look At The Main Reason OFS Feels So Soft This Year [CHART OF THE DAY]
With Big Savings In The Bag, Truck Customers Should Take The Win And Reconsider Values Before It’s A Pyrrhic Victory – Lowball Loads Aren’t Safe, Reliable, Or Sustainable
Why Are Sand Haulers Exiting? Here’s Some Math That Every Trucking Customer Should Consider
Oilfield Water IPO Underscores The Unique Relationship Between Land & Produced Water
Wet Sand Market Penetration [CHART OF THE DAY]
Sand Hauling Carriers Start Tapping Out Amid Rate Pressure, Higher Costs
In Other News… H2O M&A, Werewolves 🤝 Scorpions, Aqua Prop Reaction, WTX AI Data Centers, & more…
Pressure Pumper Sand & Last Mile Capabilities [QUICK SHEET]
ProPetro Snaps Up Aqua Prop [ANALYSIS]
Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]
Which Permian E&Ps Should Worry More About Their Frac Supply Chains Post-DSL Listing?
Frac Sand & D&C Fleet Analysis For Conoco / Marathon Combination
Bankruptcy In Pressure Pumping
Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]
Will The DSL Listing Shut Down Permian In-Basin Frac Sand Mines?
DSL Listing Coverage [REACTION ROUND-UP]
The Lizard vs. Permian E&P [FRAC RISK & MAP DATA]
Big News On Friday – USFWS Finally Lists DSL As An Endangered Species
Few New Takeaways From Ft Worth This Week….
Kermit Frac Sand Fatality
2 Regulatory Updates In Frac Sand Land: RCS & DSL
Smart Sand’s Latest Market Outlook
In Other News… People Moves, Ft Worth Topics, A New Pile, Sand Contract Nugget, 4-Mile Sand Placement, & More…
+1 Permian E-Fleet Prompts Quick Thoughts On The “ESG-Fleet” Recapitalization
ProFrac Read Through For Frac & Sand
Rigs & Crews By Operator [PUBLIC E&P PROGRAM NOTES]
5 Key Takeaways From The Biggest U.S. Produced Water Executive Conference Of The Year
1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
Atlas Moves One OnCore Mine And Orders Another. Also Provides Updates On The Fire, Conveyor, Pricing, & More…
Quick Hit Frac Market Takeaways From NexTier And ProPetro
Produced Water Industry Conference Preview – Who’s Coming Plus 10 Key Themes
An Interesting Plant Operator Change To Go Along With Eagle Ford Sand Trends [DATA ALERT]
5 Frac Supply Chain Quick Hits: Proof Is In The Pile, Singed But Shipping Again, Big Week For E-Fleets, Oilfield Inferno Trend, & more…
What Did Apollo Pay For U.S. Silica’s Frac Sand Business?