Analysis and context for sand supply growth 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 membership has expired, please email us …
Read More »More Gas Cuts And Some Context For Northeast Drilling & Completions [Chart Of The Day]
Analysis and context for Marcellus drilling and completions demand as another operator cuts back. 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 »Thinking About Timing And Magnitude Of Looming Nat Gas Rig Releases As Shut-Ins Begin
Here we think ahead about what the gas rig count could do… 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 »Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders
Here we catch up on how gas-focused E&P plans are adapting to the rapid collapse of natural gas prices so far this year. 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 »Lone Star Sand’s Message To The Market: “Come And Get It!”
We caught up with the owners of a new local sand plant 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 »Haynesville E&Ps Are Getting A New Local Sand Mine
We caught up with the owners of a new local sand plant 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 your …
Read More »Haynesville Damp Sand Trends
We take a look at the latest wet vs. dry sand trends in the Haynesville for this update… 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 »ProFrac’s New Competitive Moat In The Haynesville Is Working
A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more …
Read More »Frac Service Providers Warn Of Gas Basin Pullback As The Oil Basin Frac Outlook Flattens Out
The pumpers had some interesting things to say this week… we break it down 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. If you are new to Infill Thinking, or …
Read More »ProFrac Secures A Nice Competitive Advantage In The Haynesville Pressure Pumping Market
Here’s our take on the latest ProFrac acquisition in 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 new to Infill Thinking, or your membership has expired, …
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