We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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. …
Read More »Oilfield Service Read-Through In The Latest E&P Mega-Merger
The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 »Update: PropCoater™ Units Are Spreading And Making A Positive Impact 6 Months After Launch
We caught up with the team behind new wellsite innovation that is gaining traction 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 …
Read More »Notes From The Road In Permian Part II
Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …
Read More »Permian Damp Sand Capacity Grows Again [Data Alert]
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …
Read More »Mapping The Lizard vs. Frac Activity In The Permian – One More Piece Of The DSL Puzzle
We’ve looked a lot at mines vs. lizard in recent research, but what about D&C activity vs. the lizard? 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 …
Read More »Where The Lizard Roams [Maps & New Data Downloads]
Some of the mines in the hot zones have mitigated risk by participating in conservation plans, but in the case of the listing decision becoming effective, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »+1 Mini Midland Frac Sand Mine – They’re Popping Up Like Daisies…
Our public record mining reveals that another new entrant is entering the frac sand supply stack… 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, …
Read More »More Teasers, But XTO Is Not Yet Ready To Tip Their Hand On Permian Well Productivity Push
What’s Exxon going to do with their sand strategy? The discussion continues 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 a member. If you are new to Infill Thinking, or your membership …
Read More »They’re Multiplying – Mystery Midland Sand Miner Permits A Third Site… Plus A New Clue About Who….
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …
Read More »