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 »Bankrupt Frac Sand Mine Analysis Shows Part Of The Reason South Texas Supply Chain Is So Tight
Analyzing court documents to assess market implications in the 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 …
Read More »Digging Deeper On The Permian Sand Story De Jour With Some Big Picture Themes From Our Topic Exploration
We follow up on a debate we introduced last 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 your membership has expired, please …
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Infill Thinking Lifting the O&G knowledge curve