Several quick hits of note if you work in the L48 oilfield… 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 »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 »Permian Basin Sub-Market Frac Sand Supply/Demand Dynamics [CHART OF THE DAY]
We take a deeper look at Permian sand supply / demand dynamics today… 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 »Sand Buyers Should Adopt This New Cost Calculus As Strained South Texas Mines Start Hot Loading
I know what you’re thinking… ANOTHER Eagle Ford sand tightness report from InfillThinking.com? We’ve written several times on the Eagle Ford sand struggles over the past couple of months. We also warned of more Eagle Ford sand price upside when we published our new frac sand price assessment earlier this …
Read More »It’s Still A Struggle To Be A Buyer Of South Texas Sand
Field check intel on a key completions 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 your membership has expired, please email us …
Read More »Bakken / Rockies Sand Supply Update [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 »MidCon Frac Supply Chain Update [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 »Eagle Ford Local Sand Supply Update [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 »A New Permian Local Sand Mine? Supply Intelligence Update… [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 »The $25 (per barrel) Question – Two Oil Prices, Two Very Different Outlooks… [DATA ALERT]
This week, we share new data on production growth in the US. 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 …
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Infill Thinking Lifting the O&G knowledge curve