haynesville Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Mon, 25 Mar 2024 17:46:10 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png haynesville Archives - Infill Thinking https://www.infillthinking.com 32 32 Trends In U.S.A. Local Sand Supply Growth Part II – Capacity Adds Over Time https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-part-ii-capacity-over-time/ https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-part-ii-capacity-over-time/#respond Mon, 25 Mar 2024 17:20:40 +0000 https://www.infillthinking.com/?p=34163 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 to discuss our current subscription …

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Analysis and context for sand supply growth trends…

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More Gas Cuts And Some Context For Northeast Drilling & Completions [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/more-gas-cuts-and-some-context-for-northeast-drilling-completions-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/more-gas-cuts-and-some-context-for-northeast-drilling-completions-chart-of-the-day/#respond Fri, 15 Mar 2024 16:53:26 +0000 https://www.infillthinking.com/?p=34140 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 membership has expired, please email …

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Analysis and context for Marcellus drilling and completions demand as another operator cuts back.

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Thinking About Timing And Magnitude Of Looming Nat Gas Rig Releases As Shut-Ins Begin https://www.infillthinking.com/thinking-ahead/thinking-about-timing-and-magnitude-of-looming-nat-gas-rig-releases-as-shut-ins-begin/ https://www.infillthinking.com/thinking-ahead/thinking-about-timing-and-magnitude-of-looming-nat-gas-rig-releases-as-shut-ins-begin/#respond Tue, 05 Mar 2024 21:51:14 +0000 https://www.infillthinking.com/?p=34081 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 expired, please email us to …

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Here we think ahead about what the gas rig count could do…

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Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders https://www.infillthinking.com/thinking-ahead/nat-gas-eps-lighten-up-their-2024-programs-as-the-commodity-price-flounders/ https://www.infillthinking.com/thinking-ahead/nat-gas-eps-lighten-up-their-2024-programs-as-the-commodity-price-flounders/#respond Fri, 16 Feb 2024 14:38:39 +0000 https://www.infillthinking.com/?p=33941 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. If you are new to …

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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…

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Lone Star Sand’s Message To The Market: “Come And Get It!” https://www.infillthinking.com/infill-thoughts/lone-star-sands-message-to-the-market-come-and-get-it/ https://www.infillthinking.com/infill-thoughts/lone-star-sands-message-to-the-market-come-and-get-it/#respond Tue, 28 Nov 2023 17:03:00 +0000 https://www.infillthinking.com/?p=33643   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 membership has expired, please …

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We caught up with the owners of a new local sand plant this week…

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Haynesville E&Ps Are Getting A New Local Sand Mine https://www.infillthinking.com/infill-thoughts/haynesville-eps-are-getting-a-new-local-sand-mine/ https://www.infillthinking.com/infill-thoughts/haynesville-eps-are-getting-a-new-local-sand-mine/#respond Fri, 05 May 2023 19:12:02 +0000 https://www.infillthinking.com/?p=33141 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 membership has expired, please email …

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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… 

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Haynesville Damp Sand Trends https://www.infillthinking.com/quick-thoughts/haynesville-damp-sand-trends/ https://www.infillthinking.com/quick-thoughts/haynesville-damp-sand-trends/#respond Tue, 11 Apr 2023 17:48:29 +0000 https://www.infillthinking.com/?p=33097 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 Infill Thinking, or your membership …

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We take a look at the latest wet vs. dry sand trends in the Haynesville for this update…

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ProFrac’s New Competitive Moat In The Haynesville Is Working https://www.infillthinking.com/quick-thoughts/profracs-new-competitive-moat-in-the-haynesville-is-working/ https://www.infillthinking.com/quick-thoughts/profracs-new-competitive-moat-in-the-haynesville-is-working/#respond Fri, 31 Mar 2023 16:00:42 +0000 https://www.infillthinking.com/?p=33074 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 to this story… Login to …

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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.

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Frac Service Providers Warn Of Gas Basin Pullback As The Oil Basin Frac Outlook Flattens Out https://www.infillthinking.com/quick-thoughts/frac-service-providers-warn-of-gas-basin-pullback-as-the-oil-basin-frac-outlook-flattens-out/ https://www.infillthinking.com/quick-thoughts/frac-service-providers-warn-of-gas-basin-pullback-as-the-oil-basin-frac-outlook-flattens-out/#respond Fri, 27 Jan 2023 20:01:46 +0000 https://www.infillthinking.com/?p=32887 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 your membership has expired, please …

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The pumpers had some interesting things to say this week… we break it down here.

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ProFrac Secures A Nice Competitive Advantage In The Haynesville Pressure Pumping Market https://www.infillthinking.com/infill-thoughts/profrac-secures-a-nice-competitive-advantage-in-the-haynesville-pressure-pumping-market/ https://www.infillthinking.com/infill-thoughts/profrac-secures-a-nice-competitive-advantage-in-the-haynesville-pressure-pumping-market/#respond Tue, 03 Jan 2023 16:12:14 +0000 https://www.infillthinking.com/?p=32801 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, please email us to discuss …

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Here’s our take on the latest ProFrac acquisition in frac sand…

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