Some rig count trends are worth highlighting… today we found one of those. 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 »Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
Data driven context for damp 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 us to discuss …
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 »Tracking U.S. Frac Sand Mine Activity In 2Q23 [New Data Release]
This week, we updated several proppant market data files for Lium data clients. Here are key takeaways… 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 »1Q Frac Sand Mine Trends [Data Of The Day]
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 »