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 …
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… 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 »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…. 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 …
Read More »Delaware Basin City Running Out Of Water – An Underappreciated Story With Big Implications
In today’s bizarre world, so called “social media influencers” get millions of views for videos containing meaningless blather. On the other hand, we dug up a video posted about a week ago which everyone in the Permian oilfield should watch with rapt attention; however, it only had 25 views as …
Read More »A Different Data Angle To Quantify The Permian Frac Crash [Chart Of The Day]
In this update, we break down an obscure data set – a second order effect of the frac crash – to produce fresh insights on the depth and velocity of frac market contraction in West Texas… There’s a lot more to this story… Login to see the full update… To …
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