Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …
Read More »
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector… There’s a lot more …
Read More »
DSL update after following up with a variety of industry contacts post-USFWS decision… 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 »
DSL 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. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options …
Read More »
By The Numbers – Membership Resources Provided During 2Q23 In the 90 days ending June 30, 2023, the Infill Thinking research team: published 70 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, conducted a survey collecting responses from nearly 100 members (see results) regularly updated Lium …
Read More »
We discuss an interesting M&A deal in the sand world… 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 …
Read More »
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds this week… 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 »
A quick hit piece on frac sand price trends in the S TX spot 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 to Infill Thinking, or …
Read More »
A look at the production driver data for South Texas Sand plants… 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 …
Read More »
Infill Thinking Lifting the O&G knowledge curve
