Tag Archives: demand

In today’s data exercise, we ranked all the Permian Basin counties by sand demand and we share the top five in this update… 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. …

We examine Private E&P behavior and what they might do next as they have an increasingly large role in driving the D&C market these days. 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 …

Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …

This week, we are working with our colleagues at Lium Research on refreshing the quarterly Shale Data packet, which includes forecasted frac crews, wells, and frac sand demand among other metrics. If you are a Lium data client, watch for email notification about the new downloads later this week. A …

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, …

Frac HHP continues to come into the market. Here’s what to watch this coming 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 …

All you need to get up to speed on the latest developments in the frac supply chain can be found here. Grab a cup of coffee and tuck into this report! There’s a lot more to this story… Login to see the full update…  To read this update and receive …

This week, our Lium colleagues updated their quarterly data packet and D&C model with fresh forecasts for 2023 on a $100 oil base case – updated databases include D&C Model, E&P Spending, Rigs, Wells, Frac, Shale Fleets, Frac Sand, and sand prices. In this chart of the day, we share a snippet from the big …

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, …

Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update…  To …