Since giving our members the heads up about this new frac sand capacity in S TX several times since December, we connected with management to learn directly from them about the project and what else they’ve got in the works… and there’s quite a bit cooking here… There’s a lot …
Read More »A Big Idle NWS Mine’s New Owner Is Looking To Rekindle It In 1H23
A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it. 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 »Undeterred By Flattening Market Conditions, Patterson-UTI Is Still Standing Up More Rigs & Frac Horsepower
We discuss a large pumper’s growth plans… 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 …
Read More »Frac Startup Is Rolling Out A 2nd Fleet This Month After Pivoting From Water To Pumping. Fleet 3 Next Year…
New details on a new frac startup company after catching up with 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 »Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]
We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age…. 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 »Eye In The Sky Still Shows A Lot Of Stacked Horsepower In This Yard
What does satellite imagery tell us about the 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 …
Read More »Frac Newbuilds Are On The Way – Here’s Who Is Adding & How Much
During this frac earnings season it has become more clear who is holding the line on fleet additions vs. who is adding capacity. 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 »Frac Sand Mine Activity Reaches New Post-Covid Highs [Chart Of The Day]
Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 »More Horsepower – Watch Auction This Week For More Frac Fleet Expansion
Frac HHP continues to come into the market. Here’s what to watch this coming 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 …
Read More »A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022
Sand demand is up but supply base is evolving too. Here’s how… 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 …
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