We have visual confirmation that a new Scorpion system has deployed in the Haynesville and is now working on a bundled Liberty frac crew acquired in the One-Stim transaction… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Sand Revolution – Updates On Market Share, Electrification, & CNG Re-fleeting
New details on a privately-held last mile logistics solution 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 member. If you are new to Infill Thinking, or your …
Read More »U.S. Sand Driver Shortages Have Mostly Abated, Except In One Particular Basin
In the Permian, we hear much less about sand driver shortages than we used to here recently. Not so in the… 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 …
Read More »In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »2023 Off To A Smooth Start – Notes From Our Frac Supply Chain Checks This Week
After canvassing quite a few contacts in the supply chain this week, it appears to us that the… 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 »Infill Thinking’s Top 22 Market Intelligence Updates Of 2022
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 …
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Infill Thinking Lifting the O&G knowledge curve