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 »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 …
Read More »48 Hours After The Fire, Here’s The Permian Completions Market Chatter We Are Hearing
Infill Thinking follow up report on the fire we broke news about on 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 …
Read More »Atlas Issues Statement On Kermit Plant Fire
On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 »Fire Confirmed At The Largest Permian Frac Sand Plant – What We Know Now & Real Time Updates
Infill Thinking is first to report on meaningful and unexpected news in the Permian local 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 »Superior Silica Sands Wet Plant Returns To Full Production
The very latest on a big 4Q22 development in the Eagle Ford sand supply stack… 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 …
Read More »Quick Thoughts On Eagle Ford Sand Fire, Endangered Species, H2O M&A, & e-Frac Newbuilds
Four unrelated quick hits of interest in shale today are summarized below. 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 »Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Developing news about a big issue for the Eagle Ford sand supply stack… 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 »Frac Spread Blaze In Colorado. No Injuries But Tough Timing.
There were no injuries reported and the crew was fully accounted for as of this writing. Thankfully. We want to lead with that detail as it is the most important one in this story. There’s a lot more to this story… Login to see the full update… To read this …
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