With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Eagle Ford Sand Supply Trends As The Online Mine Count Contracts [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 »Eagle Ford Sand Mine Download Incorporating Field Trip Notes [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 »Update On Eagle Ford Sand Supply Stack Ahead Of Upcoming Field Trip [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 »An Interesting Plant Operator Change To Go Along With Eagle Ford Sand 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 »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 »Permian Sand Could Be A White Knuckle Ride Into April – Quick Follow Up On Our Shortages Observations From Earlier This Week…
A quick follow up on the tightness we wrote about earlier this week… 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 »Permian Sand Scarce Again…
This week, we have an update on supply/demand equilibrium in a key part of the frac supply chain… 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 »Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]
How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Look At 3Q Shale Activity Data Shows Slowing Growth [Chart Of The Day]
In today’s data exercise, we reflect on some Q3 activity growth data 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 …
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