We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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We picked up on a notable extension for local sand inked during earnings season… 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 …
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In this update, we share a note from the road where we spotted something interesting… 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 …
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Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 …
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What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post here… 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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Here we bring you an update on a new greenfield expansion project in the Permian Basin… 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 …
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Infill Thinking was first to report on meaningful and unexpected news in the Permian local frac supply chain last weekend. Today we follow up with more details provided by the company. 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 follow up report on the fire we broke news about last Sunday. 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 …
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Infill Thinking follow up report on the fire we broke news about on Sunday. 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 …
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On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 …
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Infill Thinking Lifting the O&G knowledge curve
