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Tag Archives: supply chain

The Dallas Fracin’ Cowboys

January 18, 2023 Thinking Ahead

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2023 Shale Predictions

January 17, 2023 Thinking Ahead

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Mineral Market Math: How Much Cheaper Is Damp Sand Than Dry Sand?

January 9, 2023 Out Think

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“No Sand November” Turns Into “Dystopian December” For Eagle Ford Sand

December 8, 2022 Infill Thoughts

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Thoughts On ProFrac’s Latest Sand Mine Purchase Deal

December 5, 2022 Quick Thoughts

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It’s “No Sand November” In The Eagle Ford

November 28, 2022 Infill Thoughts

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10 Things To Listen For This Week At The Big San Antonio Sand Conference Hosted By Petroleum Connection

November 14, 2022 Quick Thoughts

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ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced

November 11, 2022 Quick Thoughts

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A Couple Thoughts As Permian Proximity Mines & Wet Sand Get Mainstream Attention

November 1, 2022 Infill Thoughts

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Frac Sand Discipline In 2022 Bodes Well For Mine Owners In 2023 If Oil Prices Can Hold $90+

October 7, 2022 Thinking Ahead

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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