supply Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Mon, 25 Mar 2024 13:25:00 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png supply Archives - Infill Thinking https://www.infillthinking.com 32 32 Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day] https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-splintering-not-flooding-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-splintering-not-flooding-chart-of-the-day/#respond Fri, 22 Mar 2024 14:37:57 +0000 https://www.infillthinking.com/?p=34160 Analysis and context for US frac sand supply trends. 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 our current …

The post Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day] appeared first on Infill Thinking.

]]>
Analysis and context for US frac sand supply trends.

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

 

The post Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/trends-in-u-s-a-local-sand-supply-growth-splintering-not-flooding-chart-of-the-day/feed/ 0
One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/one-of-the-first-bright-spots-in-2024-lower-48-oilfield-data-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/one-of-the-first-bright-spots-in-2024-lower-48-oilfield-data-chart-of-the-day/#respond Fri, 26 Jan 2024 19:30:19 +0000 https://www.infillthinking.com/?p=33875 Data driven context for rig outlook… 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 our current subscription options at hello@infillthinking.com. (Current …

The post One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day] appeared first on Infill Thinking.

]]>

Data driven context for rig outlook…

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post One Of The First Bright Spots In 2024 Lower 48 Oilfield Data [Chart Of The Day] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/one-of-the-first-bright-spots-in-2024-lower-48-oilfield-data-chart-of-the-day/feed/ 0
More Sand, More Barrels [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/more-sand-more-barrels-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/more-sand-more-barrels-chart-of-the-day/#respond Tue, 23 Jan 2024 21:04:32 +0000 https://www.infillthinking.com/?p=33703 Data driven context for sand and oil correlation. 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 our current subscription …

The post More Sand, More Barrels [Chart Of The Day] appeared first on Infill Thinking.

]]>

Data driven context for sand and oil correlation.

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post More Sand, More Barrels [Chart Of The Day] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/more-sand-more-barrels-chart-of-the-day/feed/ 0
A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year… https://www.infillthinking.com/infill-thoughts/a-permian-damp-sand-plant-takes-a-winter-break-its-not-all-additions-to-damp-supply-this-year/ https://www.infillthinking.com/infill-thoughts/a-permian-damp-sand-plant-takes-a-winter-break-its-not-all-additions-to-damp-supply-this-year/#respond Wed, 13 Dec 2023 22:17:15 +0000 https://www.infillthinking.com/?p=33701 Interesting new data points on wet sand that buck the trend this year… 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 …

The post A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year… appeared first on Infill Thinking.

]]>
Interesting new data points on wet sand that buck the trend this year…

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year… appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/infill-thoughts/a-permian-damp-sand-plant-takes-a-winter-break-its-not-all-additions-to-damp-supply-this-year/feed/ 0
Texas Local Sand Spot Prices Fall To New Lows In November [Data Alert] https://www.infillthinking.com/quick-thoughts/texas-local-sand-spot-prices-fall-to-new-lows-in-november-data-alert/ https://www.infillthinking.com/quick-thoughts/texas-local-sand-spot-prices-fall-to-new-lows-in-november-data-alert/#respond Fri, 10 Nov 2023 17:16:28 +0000 https://www.infillthinking.com/?p=33617 In this data driven post, we discuss frac sand price trends… 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 …

The post Texas Local Sand Spot Prices Fall To New Lows In November [Data Alert] appeared first on Infill Thinking.

]]>
In this data driven post, we discuss frac sand price trends…

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Texas Local Sand Spot Prices Fall To New Lows In November [Data Alert] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/texas-local-sand-spot-prices-fall-to-new-lows-in-november-data-alert/feed/ 0
What’s Left In The E&P Spending Tank For 4Q23? [Data Alert] https://www.infillthinking.com/quick-thoughts/whats-left-in-the-ep-spending-tank-for-4q23-data-alert/ https://www.infillthinking.com/quick-thoughts/whats-left-in-the-ep-spending-tank-for-4q23-data-alert/#respond Tue, 07 Nov 2023 21:45:37 +0000 https://www.infillthinking.com/?p=33606 In this data driven post, we discuss the bottoming trends in shale activity. 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 …

The post What’s Left In The E&P Spending Tank For 4Q23? [Data Alert] appeared first on Infill Thinking.

]]>
In this data driven post, we discuss the bottoming trends in shale activity.

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post What’s Left In The E&P Spending Tank For 4Q23? [Data Alert] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/whats-left-in-the-ep-spending-tank-for-4q23-data-alert/feed/ 0
Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day] https://www.infillthinking.com/thinking-ahead/permian-wet-sand-capacity-really-ramped-up-over-the-past-12-months-chart-of-the-day/ https://www.infillthinking.com/thinking-ahead/permian-wet-sand-capacity-really-ramped-up-over-the-past-12-months-chart-of-the-day/#respond Mon, 30 Oct 2023 19:30:48 +0000 https://www.infillthinking.com/?p=33589 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 our current subscription options at hello@infillthinking.com. (Current …

The post Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day] appeared first on Infill Thinking.

]]>

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/thinking-ahead/permian-wet-sand-capacity-really-ramped-up-over-the-past-12-months-chart-of-the-day/feed/ 0
In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more… https://www.infillthinking.com/quick-thoughts/in-other-news-monster-frack-hit-piece-fail-sand-prices-rail-chatter-sand-supply-nuggets-more/ https://www.infillthinking.com/quick-thoughts/in-other-news-monster-frack-hit-piece-fail-sand-prices-rail-chatter-sand-supply-nuggets-more/#respond Tue, 26 Sep 2023 16:56:38 +0000 https://www.infillthinking.com/?p=33503 A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 your …

The post In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more… appeared first on Infill Thinking.

]]>
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more… appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/in-other-news-monster-frack-hit-piece-fail-sand-prices-rail-chatter-sand-supply-nuggets-more/feed/ 0
Probing For Shale Activity Bottom At $90 WTI [Data Alert] https://www.infillthinking.com/quick-thoughts/probing-for-activity-bottom-at-90-wti-data-alert/ https://www.infillthinking.com/quick-thoughts/probing-for-activity-bottom-at-90-wti-data-alert/#respond Tue, 19 Sep 2023 17:34:45 +0000 https://www.infillthinking.com/?p=33493 In this data driven post, we discuss the bottoming trends in shale activity. 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 …

The post Probing For Shale Activity Bottom At $90 WTI [Data Alert] appeared first on Infill Thinking.

]]>
In this data driven post, we discuss the bottoming trends in shale activity.

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Probing For Shale Activity Bottom At $90 WTI [Data Alert] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/probing-for-activity-bottom-at-90-wti-data-alert/feed/ 0
Permian Simulfracs Breach The 20% Milestone [Data Alert] https://www.infillthinking.com/quick-thoughts/permian-simulfracs-breach-the-20-milestone-data-alert/ https://www.infillthinking.com/quick-thoughts/permian-simulfracs-breach-the-20-milestone-data-alert/#respond Mon, 11 Sep 2023 18:50:36 +0000 https://www.infillthinking.com/?p=33469 In this data driven post, we discuss the trend in Permian simulfrac activity. 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 …

The post Permian Simulfracs Breach The 20% Milestone [Data Alert] appeared first on Infill Thinking.

]]>
In this data driven post, we discuss the trend in Permian simulfrac activity.

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 our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

The post Permian Simulfracs Breach The 20% Milestone [Data Alert] appeared first on Infill Thinking.

]]>
https://www.infillthinking.com/quick-thoughts/permian-simulfracs-breach-the-20-milestone-data-alert/feed/ 0