In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Atlas Shares Sand Market Outlook
Sand market takeaways we learned from the 3Q Atlas earnings report… 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, …
Read More »Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
Data driven context for damp 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 new to Infill Thinking, or your membership has expired, please email us to discuss …
Read More »Chevron Points To Some Familiar Culprits In Permian Production Slip
Chevron’s earnings this morning reminded us that two challenges we’ve written a TON about here at Infill Thinking are not dead. 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 …
Read More »Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone [Data Alert]
A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …
Read More »Frac Trucking – Pressure Pumpers Add Drivers In 2023 As Several Sand Haulers Close Shop
Want to know how many trucks are hauling Texas frac sand and who controls them? We did some work on that question 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 be a …
Read More »E&P Water Monetization Deals Are Back With The Spin-Off Of A Soon-To-Be Billion Dollar Water Midstream Platform (Second Big Deal In A Month)
Big money water midstream deals are making a come back! 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 …
Read More »Who’s Using Wet Sand In The Permian These Days? [Updated E&P Adopter List]
Thoughts on wet sand usage by operators. 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 »Atlas’s New Sand “Drop Depot” & 100-Ton Payloads Get The Spotlight In Video Update With Earnings Release
Market takeaways we learned from the second earnings report Atlas Energy Solutions has provided as a public company… 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 »Takeaways From Industry Conversations In Fort Worth Today
This week, we attended the large oilfield conference in Ft Worth. We enjoyed seeing industry friends and here is some of what we heard… 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 …
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