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 »What’s Left In The E&P Spending Tank For 4Q23? [Data Alert]
In this data driven post, we discuss the bottoming trends in shale 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 new to Infill Thinking, or your membership …
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 »ProPetro’s 4Q Warning And Low 2024 Growth Frac Outlook
From ProPetro this week, we heard … 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 »Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone [Data Alert]
A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …
Read More »Halliburton’s Frac Outlook
The company’s earnings report and call today suggested… 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 »Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…
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 »Infill Thinking’s Top 15 3Q23 Updates During A Quarter When OFS Sentiment Did A 180° On The Macro
By The Numbers – Membership Resources Provided During 3Q23 In the 90 days ending September 30, 2023, the Infill Thinking research team: published 65 independent research updates, emailed 22 original Infill Thoughts newsletters to active members, conducted a survey on sand quality(see results) conducted an Eagle Ford field trip to …
Read More »Probing For Shale Activity Bottom At $90 WTI [Data Alert]
In this data driven post, we discuss the bottoming trends in shale 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 new to Infill Thinking, or your membership …
Read More »Permian Simulfracs Breach The 20% Milestone [Data Alert]
In this data driven post, we discuss the trend in Permian simulfrac 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 new to Infill Thinking, or your membership …
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