In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 …
Read More »Analyzing Frac Capacity Readiness For Possible Tight Oil E&P Budgets Increases In The Iran Conflict
Over the weekend, it felt like oil was going to $200 as President Trump escalated. And Monday morning, WTI was down 10% to $88 as President Trump de-escalated. It’s gotta be real tough to make a living predicting geopolitics these days! It’s also gotta be tough for E&Ps to make …
Read More »The Permian Simulfrac Trend Is Maturing [CHART OF THE DAY]
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 …
Read More »Eagle Ford Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining 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, …
Read More »Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]
In this data alert, see interesting observations from a new data release just made for data subscribers… 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 …
Read More »Haynesville Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining 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, …
Read More »MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]
This week, we have prepared for you a data-driven analysis on MidCon E&P buyer behavior and scale… 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 …
Read More »MidCon Supply – Steady Eddie [DATA ALERT]
This week, we have an update on local sand mining 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, …
Read More »New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]
This week, we have an update on local sand mining 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, …
Read More »A Boring Quarter For Permian Local Sand Supply [DATA ALERT]
This week, we have an update on local sand mining 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, …
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Infill Thinking Lifting the O&G knowledge curve