One year ago, we made 10 predictions about 2023 shale trends in this update. In this “post mortem” report, we hold ourselves accountable for the hits and misses… how’d we do? Hint, pretty well despite the macro wildcards! There’s a lot more to this story… Login to see the full …
Read More »Large South Texas Sand Hauler Makes A Big Trailer Fleet Shift [Exclusive]
We caught up with a large sand hauler to learn about fleet strategy, payloads and more… 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, …
Read More »A Treasure Trove Of Frac Sand Market Color From Lawsuit Exhibits
Treasure trove of market information from an ongoing legal dispute in frac sand land… 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 »Allegations Of “Double-Cross & Purloin” In Damp Sand Mine’s Desperate E&P Lawsuit
Interesting new information about an ongoing legal dispute in frac sand land… 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 »E&P Operators Dial In 2024 Service Cost Expectations
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 …
Read More »ProFrac Talks About A 35% Rebound In Their Frac Crew Count, While Patterson-UTI Thinks Frac Is “Bumping Up Against Drilling”
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 …
Read More »Atlas Shares Sand Market Outlook
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, …
Read More »Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
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 …
Read More »Thinking About OFS Implications In Another E&P Mega Deal
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, …
Read More »Frac Trucking – Pressure Pumpers Add Drivers In 2023 As Several Sand Haulers Close Shop
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 …
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