This week, we have an update on local sand mining 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 has expired, …
Read More »E&P Operator Frac Supply Chain Procurement Datapoints: Local Sand Conversion, Supersized Waynesville Loadings, Vertical Integration, Deflation & more…
They said 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 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 »Seasonality & Strong Demand Boost Northern Mines [DATA ALERT]
This week, we have an update on nationwide sand mining 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 has expired, …
Read More »E&Ps Start Acknowledging Service Pricing Power
They said 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 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 »Permian Frac Sand Sets A New Record [DATA ALERT]
This week, we have an update on local sand mining 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 has expired, …
Read More »5 Key Points On Sand & Logistics From Today’s Atlas Earnings Call
Sand market takeaways we learned from the latest Atlas earnings report… 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 »A Dragon’s Strange Journey From NFTs To Proppants
A coin, a quest, a dragon, and sand wars. Nope, this isn’t game of thrones, this is frac 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 …
Read More »Near-Basin Frac Sand Growth Is Progressing North Of Border [Deep Dive On A Unique New Project]
We share exclusive insights on a frac supply chain project with Canadian and NWS implications… 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 »New Slide Deck On Oilfield Trends [Data Alert]
Our data team shares a data tool for understanding shale activity and pricing 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 …
Read More »Into The Land Of Enchantment A New Frac Sand Plant Comes
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 »
Infill Thinking Lifting the O&G knowledge curve