Tag Archives: supply chain

There’s new disclosures on moving the efficient frontier higher in simulfrac world… 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 …

Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? 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 …

NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… 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 …

Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update…  To …

Frac efficiency has stagnated over the past several quarters…. 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 …

Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts. One pumper talked about the challenge 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 …

We are planning a Haynesville completions supply chain field trip. Ahead of that, we provide an update on market conditions and new mines in the basin in this report. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

There’s some new buzz building in simulfrac world… 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 …

Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now…   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, …