If you missed the big produced water conference in Pittsburgh this week two things – check out our takeaways and don’t miss the next Oilfield Water Connection event in Houston November 2nd (link). Read on for key Marcellus takeaways… There’s a lot more to this story… Login to see the …
Read More »Marcellus Local Sand Mine Idled & Impaired
What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we discuss… 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 »What’s Going On At The Vertically Integrated Marcellus Local Sand Mine? Progress Update, Data & Pictures
What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …
Read More »BIG News For The Marcellus Shale Frac Supply Chain
Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more). It only took 3.5 years, but fast forward to today and …
Read More »Nat Gas Frac Crews – Where Might They Go In 2022 If Henry Hub Is $6+?
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 …
Read More »An Interesting Will Power Test Emerges For Gassy E&Ps [D&C Activity Channel Checks]
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 …
Read More »There Is A Bright Spot In The Gloomy Lower 48 Oilpatch [Chart Of The Day + Macro Thesis Highlights]
“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 …
Read More »In Other News… Appalachia Hibernation, Buy Orange Pumps!, Frac Shutdown, Death By 1,000 Cuts For Irrational Projections?, Mine Hit Piece, & More…
In addition to the in-depth updates published over the past week, these 11 “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …
Read More »About That Busy Northeast Pilot Express… Here’s Why It’s So Busy.
Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …
Read More »Firsthand Observations On The Marcellus Frac Supply Chain [Notes From The Road & Photos]
A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… Login to see the …
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