permian Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 20 Feb 2024 17:12:32 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png permian Archives - Infill Thinking https://www.infillthinking.com 32 32 Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility… https://www.infillthinking.com/quick-thoughts/another-new-permian-sand-mining-entrant-coming-in-with-a-kermit-production-facility/ https://www.infillthinking.com/quick-thoughts/another-new-permian-sand-mining-entrant-coming-in-with-a-kermit-production-facility/#respond Tue, 20 Feb 2024 15:26:58 +0000 https://www.infillthinking.com/?p=33950 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 Thinking, or your membership has …

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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…

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A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE] https://www.infillthinking.com/infill-thoughts/a-coming-soon-sign-a-surprise-phone-call-and-revelations-on-a-new-permian-frac-sand-miner-exclusive/ https://www.infillthinking.com/infill-thoughts/a-coming-soon-sign-a-surprise-phone-call-and-revelations-on-a-new-permian-frac-sand-miner-exclusive/#respond Mon, 19 Feb 2024 18:21:42 +0000 https://www.infillthinking.com/?p=33940 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. If you are new to …

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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…

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Super Majors Need To Build More Permian DUCs In 2024 https://www.infillthinking.com/infill-thoughts/super-majors-need-to-build-more-permian-ducs-in-2024/ https://www.infillthinking.com/infill-thoughts/super-majors-need-to-build-more-permian-ducs-in-2024/#respond Fri, 02 Feb 2024 18:09:50 +0000 https://www.infillthinking.com/?p=33894   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 to Infill Thinking, or your …

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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…

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One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/one-of-the-first-bright-spots-in-2024-lower-48-oilfield-data-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/one-of-the-first-bright-spots-in-2024-lower-48-oilfield-data-chart-of-the-day/#respond Fri, 26 Jan 2024 19:30:19 +0000 https://www.infillthinking.com/?p=33875 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 our current subscription options at hello@infillthinking.com. (Current …

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Data driven context for rig outlook…

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More Sand, More Barrels [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/more-sand-more-barrels-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/more-sand-more-barrels-chart-of-the-day/#respond Tue, 23 Jan 2024 21:04:32 +0000 https://www.infillthinking.com/?p=33703 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 to discuss our current subscription …

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Data driven context for sand and oil correlation.

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Weather Warning – Permian Freeze Ahead, What Will Happen To Wet Sand Fracs? https://www.infillthinking.com/infill-thoughts/weather-warning-permian-freeze-ahead-what-will-happen-to-wet-sand-fracs/ https://www.infillthinking.com/infill-thoughts/weather-warning-permian-freeze-ahead-what-will-happen-to-wet-sand-fracs/#respond Fri, 12 Jan 2024 16:08:52 +0000 https://www.infillthinking.com/?p=33819 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 expired, please email us to …

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The Permian oilfield faces its second weather challenge of 2024 next week…

There’s a lot more to this story…

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Notes From The Road In Permian Part I [Quick Hits & Photos] https://www.infillthinking.com/infill-thoughts/notes-from-the-road-in-permian-quick-hits-photos/ https://www.infillthinking.com/infill-thoughts/notes-from-the-road-in-permian-quick-hits-photos/#respond Tue, 09 Jan 2024 13:30:05 +0000 https://www.infillthinking.com/?p=33789 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 a lot more to this …

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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 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 our current subscription options at hello@infillthinking.com(Current members login here.)

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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

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In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More… https://www.infillthinking.com/quick-thoughts/in-other-news-frac-bankruptcies-loom-wet-pile-push-pull-proximity-mining-harder-than-it-looks-sand-logistics-pricing-trends-more/ https://www.infillthinking.com/quick-thoughts/in-other-news-frac-bankruptcies-loom-wet-pile-push-pull-proximity-mining-harder-than-it-looks-sand-logistics-pricing-trends-more/#respond Tue, 19 Dec 2023 16:24:46 +0000 https://www.infillthinking.com/?p=33702 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 research newsletters, you must be …

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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 research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand… https://www.infillthinking.com/quick-thoughts/frac-sand-scattershooting-wet-sand-trimulfracs-sand-consumer-report-and-pricing-hits-new-lows/ https://www.infillthinking.com/quick-thoughts/frac-sand-scattershooting-wet-sand-trimulfracs-sand-consumer-report-and-pricing-hits-new-lows/#respond Fri, 10 Nov 2023 15:46:17 +0000 https://www.infillthinking.com/?p=33611 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 research newsletters, you must be …

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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 research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

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  • Downloadable data for analysts

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Atlas Shares Sand Market Outlook https://www.infillthinking.com/infill-thoughts/atlas-shares-sand-market-outlook/ https://www.infillthinking.com/infill-thoughts/atlas-shares-sand-market-outlook/#respond Tue, 31 Oct 2023 19:04:38 +0000 https://www.infillthinking.com/?p=33593 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, please email us to discuss …

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Sand market takeaways we learned from the 3Q Atlas earnings report…

There’s a lot more to this story…

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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 our current subscription options at hello@infillthinking.com(Current members login here.)

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