This week, we digested an update from a frac market leader… 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, …
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How Do Frac Leaders Expect The Rest Of 2024 To Look? [Chart Of The Day]
We examine data on the outlook for completions in 2H24… 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 …
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 »In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 …
Read More »Permian Local Sand Activity Hits A New All-Time High [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …
Read More »A Big Potential Development In The Wet Sand Pile System Game [SCOOP]
A potentially big development is brewing in the wet sand pile game… 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 …
Read More »Key Takeaways From Liberty’s Moderating Frac Outlook
Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings season… 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 »Big Red’s Outlook Dinged By Frac Contraction
HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 …
Read More »U.S. Frac Sand Mines Worked Harder During 2Q24 [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 »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 »Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »New Mexico’s New Crackdown On Permian Oilfield Water Disposal Highlights Flow Assurance Risk
An update on the regulatory situation in NM as it pertains to water disposal… 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 »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 »Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Some quick follow-up thoughts / corrections to a datapoint we discussed earlier this 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 Infill Thinking, or your …
Read More »Lower WTX Sand Prices Are Now BAD News For CUSTOMERS… [Data Alert]
In this data driven post, we discuss frac sand price trends… 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, …
Read More »Permian Proppant New Entrant Update: Texas Wet Sand
We share company specific details after catching up with another private frac sand company’s management team. 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 »Frac Crew Efficiency Hits New Record High [Data Alert]
A quick hit and chart from our big data update last week on D&C trends and forecasts… 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 »In Other News… Frac Sand Rebrand, 2 Shale IPOs, Protest Convoy In The Dunes, Regulatory Power Drain, Beryl, New Name In Pile Game, & More…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 …
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 »2Q24 Post Mortem – Key Themes & Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 2Q24 In the ~90 days ending June 30, 2024, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, spoke at the premier industry conferences in the frac sand and oilfield water …
Read More »How Does A $1.9 Billion Dollar Sand Deal Happen?
We dig into one of the biggest frac sand stories of the year, with a look back behind the scenes at how the deal came together… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »The Latest On A Pile System Service Provider [Field Check Notes]
We recently checked in with the co-founders of a wet sand pile system provider and here is what we learned… 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 »How Has The Shale OFS Outlook Evolved Over The Past 6 Months?
A quick update on how OFS industry expectations have been evolving 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 are new to Infill Thinking, or your membership …
Read More »Just The E&P Responses To Our 2024 Mid-Year Survey [Charts]
We are excited today to share the E&P portion of the results of our well-attended industry marketplace survey about the year-ahead outlook… 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 »Mid-Year 2024 Oilfield Survey Results Are In! [Charts]
We are excited today to share the results of our well-attended industry marketplace survey about the oilfield outlook… 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 »Permian Permits Perk Up [CHART OF THE DAY]
You need to see this leading indicator data for drilling. 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 …
Read More »The Risk/Reward Profile Of OFS Investing Today [Voice Of The Industry With AI-Enhanced Sentiment Data]
Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …
Read More »What Will E&P M&A Do To The OFS Markets? [Voice Of The Industry With AI-Enhanced Sentiment Data]
Infill Thinking members are smart! In this post, you can read their answers to one of two open-ended questions asked in mid-year 2024 outlook survey. 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 …
Read More »If You Are A Frac Sand Producer, Why Dig A Hole Just To Dig A Hole?
Last week, we wrote about how some last mile customers have started demanding zero or negative margin rates from trucking service providers (see here). Now Permian frac sand suppliers are getting similar requests. In this post we discuss how price gouging at the high and low points of cycles …
Read More »The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes]
We caught up with a privately-held frac sand supplier this week… here’s what we learned. 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 …
Read More »Not Just Rigs. Private E&P Presence Quieter In Completions Mix Too… [CHART OF THE DAY]
Data trends for frac 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 membership has expired, please email us to discuss our …
Read More »Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 »Provider Implications In This Week’s E&P M&A Deal – Matador / Ameredev
Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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 …
Read More »A Look At The Main Reason OFS Feels So Soft This Year [CHART OF THE DAY]
Data trends for drilling 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 membership has expired, please email us to discuss our …
Read More »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
Thoughts on buyer behavior in frac supply chain – take the win, don’t turn it into a pyrrhic victory! 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 »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 »Oilfield Water IPO Underscores The Unique Relationship Between Land & Produced Water
New disclosures shed light on an interesting concept in oilfield water management. 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 »Wet Sand Market Penetration [CHART OF THE DAY]
Supplementary details to add context for a recent 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 …
Read More »Sand Hauling Carriers Start Tapping Out Amid Rate Pressure, Higher Costs
New datapoints extend a trend we warned about a couple months ago… 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 …
Read More »In Other News… H2O M&A, Werewolves 🤝 Scorpions, Aqua Prop Reaction, WTX AI Data Centers, & more…
7 quick (but notable) items worth of Infill Thinking members’ attention today… 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 …
Read More »Pressure Pumper Sand & Last Mile Capabilities [QUICK SHEET]
Ever wonder how different pressure pumpers approach frac sand supply chain and what assets they have at their disposal to bundle frac jobs? Here we provide analysis on how pumpers that provide 80% of the frac service in the U.S. approach frac sand integration… There’s a lot more to this …
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 »Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]
Refreshing our upstream consolidation monitor after COP/MRO, a few thing stand out… 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 …
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 »Frac Sand & D&C Fleet Analysis For Conoco / Marathon Combination
Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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 »Bankruptcy In Pressure Pumping
Restructuring returns… 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 subscription options …
Read More »Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]
This week, we have an update on E&P spending trends… 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 …
Read More »Will The DSL Listing Shut Down Permian In-Basin Frac Sand Mines?
Data context for sand mine impacts of recent regulatory changes 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 …
Read More »DSL Listing Coverage [REACTION ROUND-UP]
Roundup of reactions to the news of the DLS listing… 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 …
Read More »The Lizard vs. Permian E&P [FRAC RISK & MAP DATA]
After the DSL listing, some readers are asking us about E&P impacts. Here’s some map and data analysis / context to help with that question and more… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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