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. …
Read More »Super Majors Need To Build More Permian DUCs In 2024
How are two of the biggest oil companies in the world thinking about shale development programs this year? 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 …
Read More »One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day]
Data driven context for rig outlook… 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 »More Sand, More Barrels [Chart Of The Day]
Data driven context for sand and oil correlation. 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 »Weather Warning – Permian Freeze Ahead, What Will Happen To Wet Sand Fracs?
The Permian oilfield faces its second weather challenge of 2024 next 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 »Notes From The Road In Permian Part I [Quick Hits & Photos]
Yesterday and today, we are investing time in the Permian Basin, mostly on the Midland side. Between meeting with contacts, field trips and yard demos we also are driving past a few frac sites to get visual confirmation on our bottom-up frac fleet counts. Here are some first impressions… There’s …
Read More »In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch 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 »Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
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 »