Tag Archives: datapoints

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Everyone knows that you often learn just as much in the side hallways of industry events as you do in the main hall. In that vein, here are 5 interesting things that we learned in conversations with industry contacts at the event. These are pretty dense and provide plenty of …

The following list is baker’s dozen of assorted datapoints and tidbits we’ve heard about the frac sand business over the past couple weeks. This piece addresses the goings-on in Permian frac sand. We’ll have another installment of frac sand scattershooting later this week to address trends in the broader market. …

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity. In a two part series starting last week and concluding today, we are …

With 27 oilfield earnings reports this week, including a dozen conference calls on Thursday alone, C-suites across the patch opened the information flood gates. We continue to pore over transcripts and 10-Qs. For this update, we are driving right on past the usual suspects. Laterals are getting longer, sand’s expensive and …