We talk through some of the latest bidding strategy we are hearing about from industry checks… 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 »The Permian Sand Market Is Looking Tight In September & October (So Long As Oil Prices Don’t Keep Going Straight Down)
Mine-gate prices for Permian local sand are… 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 »New Damp Sand Plant Now Open Near Kermit [Exclusive]
We’ve got an exclusive scoop on a new frac sand plant opening in the Permian Basin 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 …
Read More »Frac Sand & Oilfield Water M&A Rumor Mills Each Heating Up
Chatter about potential deals is heating up in two of shale’s critical path functions… 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 »The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day]
For frac it would have been a big deal but for railroads, it could have been devastating. 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 …
Read More »Vintage Distribution Of Permian In-Basin Sand Capacity [Chart Of The Day]
We are tracking 10 new Permian local sand mines this year, which got us thinking about the vintage distribution of in-basin nameplate capacity. 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. …
Read More »Thoughts On The Frac Replacement Cycle & Frac Pump Fuel Types [Guest Post]
Every once in a while, we pass our keyboard to an Infill Thinking member to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Frac Inflation – One Big Driver Quantified [Chart Of The Day]
Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Eye In The Sky Still Shows A Lot Of Stacked Horsepower In This Yard
What does satellite imagery tell us about the frac 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 …
Read More »3 Questions People Are Asking After This Week’s New Frac Spread Orders
Although the mainstream press will focus on the orders, there’s something unique about them that could have big implications in the sector… 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 …
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