Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next 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 …
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Retribution Sands. Is A SCOOP/STACK Sand Project About To Rise From The Ashes?
Could a frac sand greenfield project stalled by financial distress in the last cycle finally come full circle and serve the SCOOP/STACK frac market? 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 …
Read More »Eagle Ford Well Permits Cooling Too…
What to expect in rig count going forward? We discuss… 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 »Quarter In Review: Infill Thinking’s Top 10 2Q22 Updates
By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …
Read More »Firsthand Confirmation: Nomad’s 1st Plant Is Operational, Shipping Imminent [Site Visit Report / Pics]
We drove out to several in-field frac sand mines and this is what we saw and learned… 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 »OnCore Processing’s 2 Big Spring In-Field Plants Look Busy [Site Visit Report / Pics]
We drove out to several in-field frac sand mines and this is what we saw and learned… 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 »Rig Count Up Again, But Permian Leading Indicator Dips…
What to expect in rig count going forward? We discuss… 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 »The Landowners’ Voice: Let’s Clean Up Our Legacy Before It Becomes An Albatross Around Our Neck [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Long time Infill Thinking readers may recall several guest posts from their fellow member Schuyler Wight over the years. He first wrote in back in 2017 when local sand mines were becoming his new neighbors left and right. He wrote in again in 2018 …
Read More »Permian Rig Count Closing In On Cyclical Ceiling?
What to expect in rig count and DUCs going forward? We discuss… 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 …
Read More »Permian DUCs Are NOT A Concern For Frac
What to expect in rig count and DUCs going forward? We discuss… 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 …
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