Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … 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 »Sand Truck Fleet Ranking Takeaways From A New Data Download [Data Alert]
Today, we are introducing a new Excel download for data clients tracking frac sand hauling fleets, primarily in the Texas completions market. 5 key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Haynesville & MidCon Sand Supply Stack Trends [Data Alert]
Key takeaways from new premium data… 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 …
Read More »Bison Bull Rush In The SCOOP/STACK Water Midstream Sector [Aqua Men]
About This Series Infill Thinking’s Aqua Men series brings the fast developing oilfield water management sector to life. This business has historically been dominated by private companies and internal divisions with E&Ps. Chronicling the sector’s leading platforms and projects lends fresh perspective to the once-in-a-generation shift now underway in oilfield …
Read More »Revisiting The Oklahoma Mine “Permitatorium” – Will This Sleeping Giant Awaken In Other States Too?
About a month ago, we published an update on a mining permit moratorium in Oklahoma. After a bullet-point recap, we discuss the nuances with an expert, talk about the read-through to other states including New Mexico and Louisiana, and then provide some clarification on a new permit filed by an …
Read More »When Water & Sand Don’t Mix – A New MidCon “Permitatorium” To Monitor
We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …
Read More »An Invitation To Join Us To Discuss Oilfield Water Management
This June 21st in Downtown Houston, US oil industry leaders will gather to discuss oilfield water’s evolving business model, market structure, and finance trends. Oilfield Water: Identifying & Financing The Right Solution is the first-ever conference devoted entirely to the business side of oilfield water. This segment now poses structural …
Read More »Here’s The SCOOP On Year-To-Date STACK Rig Count Slippage
Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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 »Oklahoma Greenfield Construction Progress Report [MidCon Recon, Photos]
In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. 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 »After Watching This Video, We Up Our MidCon Capacity Estimates & Reiterate Our “Late Sand” Warning From A Month Ago
While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …
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