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 Flow Assurance Risk Alert – The 6th Biggest TX Earthquake Ever Recorded Just Shook The Midland Basin
Things were getting better on the Permian earthquake front… until last 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 …
Read More »New Mexico’s New Crackdown On Permian Oilfield Water Disposal Highlights Flow Assurance Risk
An update on the regulatory situation in NM as it pertains to water disposal… 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 »The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes]
We caught up with a privately-held frac sand supplier this week… here’s what we learned. 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 …
Read More »Oilfield Water IPO Underscores The Unique Relationship Between Land & Produced Water
New disclosures shed light on an interesting concept in oilfield water management. 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 »Frac Sand & D&C Fleet Analysis For Conoco / Marathon Combination
Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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, …
Read More »The Lizard vs. Permian E&P [FRAC RISK & MAP DATA]
After the DSL listing, some readers are asking us about E&P impacts. Here’s some map and data analysis / context to help with that question and 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 …
Read More »Atlas Moves One OnCore Mine And Orders Another. Also Provides Updates On The Fire, Conveyor, Pricing, & More…
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 »Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 »A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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. …
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