A data-driven look at capacity trends for the completions industry… 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 »10 Frac Sand Location Trends From Lium Map [DATA ALERT]
Today we have refreshed a key resource for clients of our premium shale data service… this report collects 10 takeaways from the latest geo-data. 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 »In-Basin Sand Frac Sand Mines Outnumber Out-Of-Basin Sites 2-To-1 [MAP ALERT]
Today we have refreshed a resource for clients of our premium data service. Read takeaways from the update here… 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 …
Read More »Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]
Today we have added a new resource for clients of our premium data service 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 »Halliburton’s Frac Outlook
The company’s earnings report and call today suggested… 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 email …
Read More »Halliburton Frac Activity Slips As They Deliver E-Fleets & Retire (Or More Accurately Said… Recycle?) Legacy Pumps
Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23… 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 »Halliburton Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Permian Sand Supply – Is It Damp Or Is It Dry? [Chart Of The Day]
A data-driven look at capacity trends for the West Texas local frac sand mining industry. 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 »A Look At Local Sand Nameplate Capacity Growth [Chart Of The Day]
A data-driven look at capacity trends for the West Texas local frac sand mining industry. 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 »Permian Sand Mining Activity Hits New Post-Covid Highs [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …
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