E&P rumors we analyzed from an OFS perspective two weeks ago panned out today… 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 »North And West Local Sand Activity Update [Data Alert]
If you work in the Bakken, Powder River, Uinta, DJ, or Scoop/Stack basins, you won’t want to miss this intel. 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 …
Read More »Northern / Western Local Sand Mine Update [Data Alert]
Important frac supply chain update for the Lower 48’s frac sand supply base… 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 »Blue Diamond Proppants Report
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »XCL SandCo Report
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Utah – Get Me Two! [NEW MINES & DATA UPDATE]
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Straight Skinny On A New Greenfield Local Sand Project In Utah
After reporting last week that Black Mountain has sold… 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 »Here’s What The Boots On The Ground Say About Active Frac Crews, Basin-By-Basin [Data Table]
We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …
Read More »First (And Now Only) Utah Local Sand Project Crosses Into New Terrain
There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …
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Infill Thinking Lifting the O&G knowledge curve