2022 was a busy year and a good year in shale all around. E&Ps and OFS verticals in most basins enjoyed growth. With 2022 drawing to a close, here are some statistics on the member resources Infill Thinking provided during 2022 followed by a list of the most popular research …
Read More »New Video, Details & Diagrams Emerge On Atlas Dune Express
After covering a radical project’s announcement and contracts last week, we have a few more details now… 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 »Atlas IS Building Their Delaware Basin Sand Conveyor After All! Dune Express Announced Today
This is, without any doubt, the most radical logistics concept that we’ve ever seen move off the drawing board in the frac supply chain. 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 …
Read More »“New Gen” Wellsite Storage Systems Are Aging As Building Has Been Sparse In The Oversupply Era
In total, we estimate that ~X% of new gen systems are now 6+ years old, while another X% are 5 years old. 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 …
Read More »Havoc Ahead – Permian Road Project Could Impede Oilfield Traffic For 5+ Years (Starting This Month) Before It Makes Things Better
A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »What’s PropX Up To? Tipping Boxes? Wet Sand Solution 2.0? “Sand Scorpion”? [Exclusive]
Over the past couple of weeks, posts have surfaced on LinkedIn showing a novel approach to wet sand container management from PropX (like this one, this one, and this one). Below is a slideshow with some of the videos and still shots we have seen surfacing online, followed by the …
Read More »10 Friday Follow Ups: In-Field Mine News, Damp Sand Trends, H2O M&A, Minions, Debris Fears, Permian Oil Oops, OCTG, & More…
Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here… Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were …
Read More »US Silica Is Mostly Sold Out Through 2024, But Still Not Adding Sand Mines
US Silica provided positive earnings and outlook this morning. Here are 5 key points… 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 »Minions On The Wellsite? Another New Storage System Emerging From Canada
New last mile system spotted… 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 …
Read More »Will The Kermit-to-New Mexico Frac Sand Conveyor Project Be In Play Soon?
There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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