This week, we are attending a large industry event, and here are some things that stood out to us from our conversations there. 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. …
Read More »5 Things That Grabbed Us At The Largest Frac Supply Chain Conference In 4 Years
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the …
Read More »Takeaways From Industry Conversations In Fort Worth Today
This week, we attended the large oilfield conference in Ft Worth. We enjoyed seeing industry friends and here is some of what we heard… 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 »Proppant Loading Trends Around The Lower 48 [Chart Of The Day]
Here is a look at how proppant intensity is trending in completions around the U.S. shale patch. 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 »Frac Sand Trends, Data & Key Takeaways For Houston Oilfield Minerals Conference This Week [Chart Of The Day]
This week, we are honored to be presenting the frac sand outlook for the IMFORMED Industrial Minerals conference in Houston (link) leveraging Lium data. Lium data clients are welcome to download the full presentation here. Here is are the themes we are addressing in the presentation outline followed by a “chart …
Read More »Before… And …After. Tight Oil Thesis Testing In Ft. Worth This Week
This week, we attended the large oilfield conference in Ft Worth. We walked in with 7 key themes in mind and tested these in conversations with industry contacts at the event. Here is what we learned about the tight oil narrative for 2H22+… There’s a lot more to this story… …
Read More »4 Things We CLARIFIED In Grapevine This Week…
This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …
Read More »5 Things We LEARNED In Grapevine This Week…
This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …
Read More »Big Picture Market Impressions From Two Days Spent Talking Frac Supply Chain Strategy In San Antonio
It was great to see so many Infill Thinking members at the largest frac supply chain trade show of the year last week. Here’s the good bad and the ugly we walked away with about the underlying themes driving today’s frac sand marketplace… There’s a lot more to this story… …
Read More »Initial Thoughts From San Antonio: 10 Key Points On The Big Picture
This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …
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