Tag Archives: supply chain

Key datapoints for the frac supply chain straight from the customers mouth… 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 …

  We have been doing field checks with frac contacts about Trump’s big trucking executive order signed last week. What will this mean for frac supply chain? Read industry reaction and background here… There’s a lot more to this story… Login to see the full update…  To read this update …

Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update…  To read …

This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are key takeaways that resonated with us… as always our notes are no substitute for being there …

  This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …

Last week we previewed severe cold weather in the Permian here. We’d be remiss not to follow up, even though… 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 …

Sand in the Permian is already seasonally tight as we covered here last week. And now, mines face… 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 …

  With the Eagle Ford and Haynesville now under winter storm warning, here’s what we are hearing from completions contacts in both basins… 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. …

This week we and about 300 other folks attended the biggest frac sand conference of the year. Hat tip to our friends at Petroleum Connection for bringing the industry together successfully once again. Infill Thinking founder Joseph Triepke and Lium senior analyst Alex Meleshko moderated two great panels at the …

A round up of notable sand nuggets… 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 …