This week, we have an update on local sand mining activity… 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 »Eagle Ford Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »A New Permian Local Sand Mine? Supply Intelligence Update… [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »The $25 (per barrel) Question – Two Oil Prices, Two Very Different Outlooks… [DATA ALERT]
This week, we share new data on production growth in the US. 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 »Lateral Lengths Vs. Sand Loadings – A Quick Look At Appalachian Frac Trends
In Appalachia, we find a divergence tells a very interesting story… 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 »“Pivot Point” vs. “Signposts” – Comparing HAL’s Outlook To Lium’s
In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …
Read More »Halliburton Says There Is No More Frac Calendar White Space Through June
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 »How Many More Active Frac Crews Would $75 & $100 Oil Bring? [Chart of the Day]
A fresh take on predictive data for the oilfield… 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 …
Read More »One Oil Basin’s Frac Supply Chain Is Tightening More Than The Others… So Far…
We did a new round of channel checks in one of the Texas Big 2 tight oil basins 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 …
Read More »Eagle Ford Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity… 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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Infill Thinking Lifting the O&G knowledge curve