Exxon held their annual analyst day in early-March and released a 75-slide IR deck for the event. After wading through the first twenty slides on “new energy” (hydrogen, carbon capture, solar, wind, climate change etc.), we did find some slides that shed new light on the oil major’s plans for …
Read More »Sanding Fracs Is Getting Easier But Still Not Easy
It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update… To …
Read More »Texas Frac Demand Constrained By Frac Sand – A Headline That Was Unimaginable In 2020, But Here We Are!
As of Thursday Feb 25, frac demand is… 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 …
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:…. There’s a lot more to this story… Login to see the full update… To …
Read More »A Big Permian E&P Is Dipping A Toe In Wind Power This Year…
If you can’t beat ’em join ’em? 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 »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…. 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 …
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. 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 »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…. 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 »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… 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 …
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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