Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …
Read More »In Other News… Kermit Hit Piece, “New Year, New Job”, Apache / Callon, 1Q24 Activity Datapoint, Permian Field Trip Next Week, & More…
Several quick items caught our attention 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 membership has expired, please email …
Read More »3 Takeaways From Early Results In 2024 Outlook Survey
As more results flood in from our 2023 survey, we are starting to see some key 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 …
Read More »10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year
We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… …
Read More »Hi-Crush Is “Crushing It” With Their Infield Wet Sand Throughput
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …
Read More »Notes From The Road In Eagle Ford [Quick Hits & Photos]
Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …
Read More »NexTier’s APEX Damp Sand Pile Solution Is Impressive In-Person – Has A Good Growth Fairway Ahead [Boots-On-The-Ground Report]
This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …
Read More »A Visit To The Future Home Of A New Eagle Ford Frac Sand Plant [Notes From The Road In Carrizo Springs, TX]
We drove out to the site of a brand new Eagle Ford frac sand mine this week… here’s what we know about this location. 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 »Biggest OPPORTUNITIES In 2H23 For Shale [Voice Of The Industry]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about opportunities in the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Biggest RISKS In 2H23 For Shale [Voice Of The Industry]
Infill Thinking membership includes some of the smartest folks in the oilfield. Here’s what the real oilfield capital allocators are saying about risks to the market they work in now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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