Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …
Read More »Cranking Up The Juice On The Electric Frac Replacement Narrative
In an after-hours newsletter one month ago, we warned Infill Thinking members that the buzz around electric frac fleets was poised to surge to new heights. That happened and then some! We take a look at the narrative that Wall Street has been pushing since the big dual e-fracing datapoints …
Read More »Could Local Sourcing Really Ever Go To This Extreme? Never Say Never… But We Play Devil’s Advocate
The past couple years of shockingly expedient frac sand disruption has taught us to expect the unexpected and never say never. Could a new concept proposed by an Infill Thinking reader be the next big game-changing step change in this unbelievably dynamic market niche? There’s a lot more to this …
Read More »This Week In Frac Sand, Divergent Datapoints Reveal A Tale Of Two Cities
Our channel checks reveal that the pain being felt by Northern frac sand producers continues to escalate at a rapid pace. Read the latest developments in the supply stack disruption rippling through this important completions segment here. There’s a lot more to this story… Login to see the full update… …
Read More »2020 Vision: Over 1/2 The US Frac Sand Supply Base Will Be Local When The Decade Turns [Chart]
Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… Login to see the full …
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