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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5 Frac Supply Chain Quick Hits: Proof Is In The Pile, Singed But Shipping Again, Big Week For E-Fleets, Oilfield Inferno Trend, & more…
Quick hits to catch you up to speed on interesting completions supply chain datapoints. 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 …
Read More »Permian Local Frac Mine Activity Trends [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 »U.S. Silica Frac Sand Market Position [Charts Of The Day]
Data driven context for the big frac sand M&A deal announced today. 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 »Sand Production Trends By Region As We Analyze 1Q24 Lower 48 Mine Activity [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Apollo Is Taking U.S. Silica Private In $1.85bn Cash Deal
US Silica announces a huge deal 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 Thinking, or your membership has expired, please email us …
Read More »Halliburton Posts Seasonal Frac Rebound For 1Q24, But Acknowledges Downward Pricing Pressure
HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 …
Read More »Texas Local Sand Prices Low But Stable For A Couple Quarters Now [Data Alert]
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, …
Read More »Atlas Is Resuming Some Kermit Plant Ops Early Next Week
Infill Thinking was first to report on meaningful and unexpected news in the Permian local frac supply chain last weekend. Today we follow up with more details provided by the company. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »5 Days After The Sand Fire & Permian Market Seems To Be Handling It Well
Infill Thinking follow up report on the fire we broke news about last Sunday. 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 …
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