The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 …
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We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 …
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Who’s working where? 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 …
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A round up below of fleet counts… 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 …
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We digested new datapoints from ProFrac and ProPetro over the past couple 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 new to Infill Thinking, or your membership …
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Data on E&P spending for 2023… 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 …
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Our conversation with Chris Jensen, manager of one of two leading conservation plans relevant to the DSL, was much scarier than we expected going in as it pertains to what things will look like after a listing becomes effective (which Chris thinks is highly likely, but isn’t sure when…). There’s …
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We caught up on how E&Ps see frac sand trending… 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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We caught up with U.S. Silica’s O&G team to learn more about a new technology they are introducing at the wellsite… 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 …
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Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here). 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. …
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Infill Thinking Lifting the O&G knowledge curve
