As we continue to process and digest last week’s year-ahead survey results we spent some time going over the open-ended responses…. 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 …
Read More »Check Out This Video We Are Showing At The Sand Conference Today…
Infill Thinking’s parent company, Lium Research, will introduce Lium Shale Data by video to 300+ attendees at the Petroleum Connection’s Frac Sand Conference in San Antonio today. Turn your volume up and check it out… CLICK HERE TO WATCH THE VIDEO> If you don’t have Lium yet, the video shares what …
Read More »Sand Scuttlebut: M&A Finally? Wet Sand Solution(S), New CEO?, Last Mile Nuggets, ‘People On The Move’, & Plant Updates…
Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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 »Photos From The Road – Permian Field Trip
It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …
Read More »Notes From The Road – 13 Permian Field Trip Datapoints + A Fridge Status Update!
It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Where’d All The Analysts Go? Follow The Money! [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, …
Read More »What The Customers Are Saying… About Their Frac Sand
A great many analysts have opinions and prognostications. Forecasts for oilfield services are a dime a dozen. But who’s really listening to what your customers are saying? We are! And here’s what you should know about what they are telling investors about frac sand sourcing… There’s a lot more to …
Read More »Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today
What’s going on in the frac market, hhp trends, working crews, pumping hours etc etc? Read all about it 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 …
Read More »Here Are The Latest Minimum Crew Counts By Company As We Follow The Frac Fleet To The Bottom
It seems like everyone from Midland to New York that cares about the oilfield market is running their own frac spread count tracker out of their quarantine quarters these days! So how about some factual inputs and validation for your own version of the latest frac action (or lack thereof)? …
Read More »8 Things FTSI Said This Week That Advance The 2020 Frac Market Narrative
Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping market… 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 …
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