A Mag 5.1 quake in Midland last night was felt by thousands and the epicenter was in the heart of Midland Basin disposal well territory. In this report, read about it, see data, and plan to join us at an upcoming industry event to address the situation: There’s a lot …
Read More »Wet Sand Fracs – Growth, Value Chain Disruption, A Lot Of Airtime, And Controversy [Panel Preview]
We look forward to meeting up with industry friends next week in Houston for a wet sand market discussion. Here’s an update on the state of play in wet sand and a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the …
Read More »Industry Reaction To Atlas / Hi Crush
Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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 »The Permian’s Two Largest Frac Sand Suppliers Combine
Thoughts, data, analysis and context on the breaking M&A deal news in frac sand 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, …
Read More »Oilfield Service Read-Through In The Latest E&P Mega-Merger
The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 …
Read More »A Look At Permian Seismicity Trends As Delaware Spike Causes More Aggressive Regulatory Response [Chart Of The Day]
Something to keep an eye on in the Permian this 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 you are new to Infill Thinking, or your membership has expired, …
Read More »10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year
We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… …
Read More »Sand M&A Headline In South Texas Leaves Us Curious….
We discuss an interesting M&A deal in the sand world… 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 »Panel Preview – The State Of The Frac Sand Industry
We look forward to meeting up with industry friends next Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation
We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 …
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