Infill Thinking follow up report on the fire we broke news about last Sunday. 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 »48 Hours After The Fire, Here’s The Permian Completions Market Chatter We Are Hearing
Infill Thinking follow up report on the fire we broke news about on Sunday. 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 »Atlas Issues Statement On Kermit Plant Fire
On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 »Fire Confirmed At The Largest Permian Frac Sand Plant – What We Know Now & Real Time Updates
Infill Thinking is first to report on meaningful and unexpected news in the Permian local frac supply chain… 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 »5 Big Picture Completions Market Takeaways From Houston Industry Conference This Week
This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …
Read More »Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]
First-of-a-kind analysis on Permian frac supply chain. 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 …
Read More »We Learned More About That New Martin County Frac Sand Plant [MAP]
Public record searches fill in some holes on a new sand mining location… 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 »In Other News… New STX Plant About To Open?, $90 Oil?, 2Q White Space, Cheap Dryers & More…
9 quick (but big) items caught our attention in the frac supply chain 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 to Infill Thinking, or …
Read More »Wet Sand Fracs – Growth, Value Chain Disruption, A Lot Of Airtime, And Controversy [Panel Preview]
We look forward to meeting up with industry friends next week in Houston for a wet sand market discussion. Here’s an update on the state of play in wet sand and a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the …
Read More »With 1Q24 In The Books, Here Is A Theme Summary Plus Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 1Q24 In the ~90 days ending March 31, 2024, the Infill Thinking research team: published 69 independent research updates, emailed 27 original Infill Thoughts newsletters to active members, conducted 2 Permian field trips to gather market intel regularly updated Lium Database Downloads …
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Infill Thinking Lifting the O&G knowledge curve