Tag Archives: permian

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 …

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, …

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 …

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. …

  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 …

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 …

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 …

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 …

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 …

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 …