As of Thursday Feb 25, frac demand is… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …
Read More »No More “Million Barrel Per Day Dream” For A Permian Super Major
What happened: A Super Major Operator just cut their 5-year Permian volume growth forecast by up to 50% this week. Why it matters: This customer has the following fleet of rigs and frac crews working today:…. Login to see the full update… To read this update and receive our research …
Read More »A Big Permian E&P Is Dipping A Toe In Wind Power This Year…
If you can’t beat ’em join ’em? Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll …
Read More »Good News And Bad News For Permian Sand Buyers… [Charts Of The Day]
A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
Read More »Permian Operator Opens Up About Mobile Mini Sand Plant
An update from an E&P operator follows Infill Thinking reporting of the development by approximately one month. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …
Read More »The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction
Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …
Read More »Mini-Mobile And Mini-Minimalist. 2 Permian Frac Sand Growth Projects Could Be Online Imminently [Exclusive]
There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
Read More »In Other News… Merger Monday, Permian Weather, Nat Gas Bull Rush, Hydrogen Hype, & HAL “Dips A Toenail” In Renewables…
In addition to the in-depth updates published so far during this week in the frac life, these quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …
Read More »New Last Mile Gear Goes Live In The Permian Basin [Photos And Analysis]
A new and improved wellsite storage system has deployed in the Midland Basin… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …
Read More »Something Notable On The Mobile-Mini Plant Front
Prior to the March 2020 oilfield crash, the in-field frac sand mining trend was poised for take-off, but the downturn obviously derailed this. Now this week…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …
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