We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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. …
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Notes From Fort Worth Part One: Member Meet-up, Event Photos, Our Team Expands, And On To The MidCon
We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 »So Far, Permian Drilling Permits Are Passing The Takeaway Stress Test
In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 …
Read More »Smart Sand Asks The Railroads To Not Give Up On Frac Sand; Makes The EUR Case For NWS
Smart Sand yesterday launched a new quality defense in the Northern White Sand vs. In-Basin debate. Management cited customer requests for conductivity testing, specifically for 100-mesh sand. They also appealed directly to railroads not to give up on the frac supply chain. We discuss… There’s a lot more to this …
Read More »Changes That Matter In The Texas Conservation Plan Re-Write
Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …
Read More »DJ Basin Local Frac Sand Is Complicated With Much Still To Be Determined…
An update on frac sand mining’s newest frontier: the Rockies. 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 …
Read More »ProPetro Talks Frac Efficiency, Contracting Strategy, And Newbuilds For Next Year [Live Blog Complete]
We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro call this morning. 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 »Greg Lanham Joins The Sand Revolution
We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 »All The Contractors Expect The Lower 48 Rig Count To Keep On Keepin’ On…
The US land contract drillers are currently unanimous Lower 48 rig count 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 …
Read More »Going Local: We Picked Up On A Big Tone Shift From Sand Buyers On In-Basin Proppant This Week
This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… Login to see …
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