Tag Archives: sand

2024 is almost here and most E&Ps are expecting to do more with less thanks to lower pricing from their service providers. 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 …

  We caught up on takeaways from a few more frac earnings calls 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 new to Infill Thinking, or …

Sand market takeaways we learned from the 3Q 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, …

Data driven context for damp sand. 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 …

Context on what the latest E&P megadeal could mean for OFS… 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, …

Want to know how many trucks are hauling Texas frac sand and who controls them? We did some work on that question 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 …

We’ve looked a lot at mines vs. lizard in recent research, but what about D&C activity vs. the lizard? 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 …

It’s still pretty early for Public E&Ps to give formal 2024 budgets, but over the past several weeks, we’ve gotten ‘soft guidance’ on about a dozen E&P earnings calls. As a key takeaway, 2024 capex is… There’s a lot more to this story… Login to see the full update…  To …

We expected E&Ps would talk more specifically about service cost deflation expectations this quarter… here’s what we’ve heard so far. 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 …

Some of the mines in the hot zones have mitigated risk by participating in conservation plans, but in the case of the listing decision becoming effective, it will be important to… There’s a lot more to this story… Login to see the full update…  To read this update and receive …