Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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. …
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Thoughts, data, analysis and context on the breaking M&A deal news in frac sand this morning… 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, …
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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… 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 …
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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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …
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What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we discuss… 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 …
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The wait is over to see who one of ProFrac’s M&A targets is. 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 …
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What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …
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In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant…Today, the E&P customer behind it talked all about it for the first time… There’s a lot more to this story… Login to see the full update… To read this update and receive …
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This week in the Permian, we laid eyes on the frac sand industry’s newest plant… 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 …
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An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
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Infill Thinking Lifting the O&G knowledge curve
