Infill Thinking Lifting the O&G knowledge curve
ESG Narrative Downshifting Detected In Meetings With Non-O&G Industry Executives In LA This Week
Latest Thoughts
In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…
HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar
Frac Sand Mine Activity Growth Rate Cooled In 4Q22 [Chart Of The Day]
Quantifying A Contributing Factor In The Sudden Permian Sand Tightness This Week [Chart Of The Day]
The First Test Of 2023 – Permian Sand Market Suddenly Tightened This Week
The Dallas Fracin’ Cowboys
2023 Shale Predictions
Big 2023 Rig Count Predictions Fading
Who Controls Lower 48 Local Sand Supply? [Chart Of The Day]
5 Shale Wildcards That Could Make 2023 Real Interesting
Opportunities On EOG’s Assets In 2023
Big New Atlas Sand Trailers Hit The Road…
Mineral Market Math: How Much Cheaper Is Damp Sand Than Dry Sand?
The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt
In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & more…
2023 Off To A Smooth Start – Notes From Our Frac Supply Chain Checks This Week
ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023?
ProFrac Secures A Nice Competitive Advantage In The Haynesville Pressure Pumping Market
Infill Thinking’s Top 22 Market Intelligence Updates Of 2022
Hindsight Is 2022! Grading Infill Thinking’s Frac Predictions From A Year Ago
Superior Silica Sands Wet Plant Returns To Full Production
Permian Flow Assurance Risk Rises – 2 Of Texas’s Top 5 Earthquakes Ever Recorded Shook The Permian In The Past Month!
Jingle Bell Frac…. Stream Infill Thinking’s Oilfield Christmas Carols On Spotify, Apple Music, Or Pandora!
Re-wording and recording the holiday classics to reflect the latest oilfield trends is a Christmas tradition as old as Infill Thinking itself. For the past six years, we’ve re-written a holiday classic (or two) to reflect the spirit of the season and shale trends. Part market research, part holiday cheer …
Read More »New Video, Details & Diagrams Emerge On Atlas Dune Express
Atlas IS Building Their Delaware Basin Sand Conveyor After All! Dune Express Announced Today
More Eagle Ford Sand On The Way?
“New Gen” Wellsite Storage Systems Are Aging As Building Has Been Sparse In The Oversupply Era
Local Sand Comes Of Age – A Look At The Average Age Of In-Basin Plants Across Shale
It’s hard to believe that it has been 6 years since this happened: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape [Exclusive Details] July 2022 was the 5-year anniversary of the opening of the Permian Basin’s first local sand plant. While some other basins …
Read More »Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]
Super Majors Are Starting To Show Their Cards On Higher 2023 Shale Spending
So Much For Capital Discipline Part 2… The Budgets & Costs Keep Going Up, Oil Prices Don’t
“No Sand November” Turns Into “Dystopian December” For Eagle Ford Sand
Quick Thoughts On Eagle Ford Sand Fire, Endangered Species, H2O M&A, & e-Frac Newbuilds
Substitute For Organic Growth? Public E&Ps Ramped Up Their Capital Outlay Buying Private Shale E&Ps In 2022
Thoughts On ProFrac’s Latest Sand Mine Purchase Deal
So Much For Capital Discipline… E&Ps Repeatedly Hiked 2022 Budgets & Completed More Wells As Costs Soared
Frac Sand’s BILLION Ton Decade [Chart Of The Day]
Havoc Ahead – Permian Road Project Could Impede Oilfield Traffic For 5+ Years (Starting This Month) Before It Makes Things Better
Data Note – Permian Frac Sand Supply Analysis
It’s “No Sand November” In The Eagle Ford
San Antonio Sand Conference Takeaways
Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
Here’s What We Know About The Newest Frac Sand Entrant After A Sit Down With The PB Materials Management Team
Boots On The Ground Update Confirms New Midland Mini Mine Operations
10 Things To Listen For This Week At The Big San Antonio Sand Conference Hosted By Petroleum Connection
What’s PropX Up To? Tipping Boxes? Wet Sand Solution 2.0? “Sand Scorpion”? [Exclusive]
Over the past couple of weeks, posts have surfaced on LinkedIn showing a novel approach to wet sand container management from PropX (like this one, this one, and this one). Below is a slideshow with some of the videos and still shots we have seen surfacing online, followed by the …
Read More »ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
Deals Announced For Two More Mini In-field Mines For The Permian… But These Might Be A Longer Term Play
