Tag Archives: haynesville

We are planning a Haynesville completions supply chain field trip. Ahead of that, we provide an update on market conditions and new mines in the basin in this report. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Outside of a mini-mobile mine here or there, greenfield expansion is no longer the norm frac sand. But this week a gas-basin supplier is bucking the norm… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, where… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Who’s plant is the busiest plant? We ran the numbers and… 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, …

In several posts this week (on frac crews and rigs), we’ve highlighted the natural gas upstream industry’s apathy to a substantial natural gas price move since 2Q21. How long will this go on? Our channel checks and public E&P commentary suggest… There’s a lot more to this story… Login to …

Our warning from last week about the weather played out and then some. Here’s the latest from the field 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 …

What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… There’s a lot more to this story… Login to see the full update…  …

We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …

“Give me some good news for a change,” you say? Our pleasure! Here is a chart you cannot miss because it’s all anyone’s going to be talking about as tight oil gets shut in. There’s a lot more to this story… Login to see the full update…  To read this …

During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant market and supply chain conditions in this basin. There’s a lot more to this story… Login to see the full …