Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …
Read More »Notes From The Road In Eagle Ford [Quick Hits & Photos]
Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …
Read More »Eagle Ford Field Trip Advances The Damp Sand Frac Narrative [Boots-On-The-Ground Report, Photos]
After the frac sand conference in San Antonio this week, we took a detour on our way back to Infill Thinking’s Dallas HQ to visit… 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 …
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