Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm… 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 Sand Is Plentiful… Right? Hmmm, About That… [ANECDOTES & NEW DATA]
In this update, we share some things we are hearing from channel checks about Permian sand markets… 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 »In Other News… Frac People On The Move, Trucking Still Tight, Frac’ing Down Under, & more…
In this update, a round up of quick hits you should know about if you participate 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 …
Read More »10 Potential 2025 Frac Surprises
This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …
Read More »10 Pet Coke Proppant Questions We Wish The Analysts Would Have Asked Exxon During Their Webcast
Exxon’s proppant disclosures this week were fascinating but left us hungry to learn more… 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 »Exxon Unveils More Detail On Their Pet Coke Proppant – Cost, Supply Chain, Scale, Patents, And Effects
More analysis of Exxon’s proppant commentary 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 member. If you are new to Infill Thinking, or your membership has expired, please email us …
Read More »Atlas Expects Peers To Close Permian Sand Mines In 1H2025… & Other Earnings Takeaways
Sand market takeaways we learned from the latest 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 Frac Procurement Is Becoming An Oligarchy Of Buyers [Chart Of The Day]
Here we bring you an data-driven view of sand buyers. 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 »9 Years Way Up, 3 Years A Bit Down… Permian Productivity Is A Key Industry Debate [20 Years Of Shale Data Series]
As shale turns 20 years old, we are examining and commeroating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry). Our goal with this new series is several-fold: provide data-driven context for key multi-cycle themes (including several …
Read More »Atlas Says Permian Spot Sand Prices Approaching Breakeven Will Force Competitor Plant Shutdowns
Sand market takeaways we learned from the latest 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, …
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