How busy are sand mines these day? Very busy! 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 »Q&A Undertones Are Shifting On Oilfield Earnings Call [Chart Of The Day]
Something we are watching this earnings season in light of recent field checks and the nat gas crash is the… 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 »Data Note – Permian Frac Sand Supply Analysis
We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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 Look At 3Q Shale Activity Data Shows Slowing Growth [Chart Of The Day]
In today’s data exercise, we reflect on some Q3 activity growth data 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 …
Read More »What Happens To Oilfield Service In 2023 If Oil Prices Stay Put? [Chart Of The Day]
In today’s data exercise, we think ahead about the outlook for 2022 in 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 …
Read More »Top 5 Permian Counties For Frac Sand Consumption [Chart Of The Day]
In today’s data exercise, we ranked all the Permian Basin counties by sand demand and we share the top five in this update… 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 Price Database Update
Do you have access to the sand price benchmark data that your competitors are using to judge the 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 …
Read More »2022 Public E&P Capex Budget Patterns & Predictions [Chart Of The Day]
2022 budget analysis… 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 …
Read More »E&P Comments On Frac Sand Picking Up But Still Lag New Market Realities
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update… To …
Read More »Sand Buyer Headaches Are Now Turning Into Migraines
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and the headache is turning into a migraine. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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