A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Chatter In Frac Sand Deal Rumor Mill Reaches New Heights
Chatter about potential deals is heating up… 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 has expired, please email us to …
Read More »New Red Flags Raised In Permian E&P – Production Treadmill Speeding Up & Getting More Expensive?
A series of negatives for an E&P raises some red flags along the Permian’s oil production development path. 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 …
Read More »What Happens To Oilfield Service In 2023 If Oil Prices Stay Put? [Chart Of The Day]
In today’s data exercise, we think ahead about the outlook for 2022 in shale… 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 …
Read More »Top 5 Permian Counties For Frac Sand Consumption [Chart Of The Day]
In today’s data exercise, we ranked all the Permian Basin counties by sand demand and we share the top five in this update… 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 »Frac Sand & Oilfield Water M&A Rumor Mills Each Heating Up
Chatter about potential deals is heating up in two of shale’s critical path functions… 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 …
Read More »When September Ends, Another Midland Basin Damp Sand Mine Will Be Open
We have confirmed that a new sand plant we’ve long speculated about is real and progressing towards imminent shipping. 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 »Follow Up: Triangulating On The Customer At The Newest Permian Basin Damp Sand Proximity Mine
We did some data mining on a new plant startup last week to figure out who is pumping its sand. 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 …
Read More »+1 Permian Basin Damp Sand Proximity Mine
A new plant startup this week makes good on an Infill Thinking prediction from two months ago. 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 …
Read More »Unconfirmed But Talk Heating Up About A Potential New Sand Miner
Industry talk about another new entrant frac sand miner is building, but we’ve been unable to connect with the right folks at the company yet to confirm… here’s what talk in frac sand inner circles suggests… There’s a lot more to this story… Login to see the full update… To …
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Infill Thinking Lifting the O&G knowledge curve