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 »New App-Based Sand Hauler To Watch… Plus 6 Other Notable “Research Quick Hits” In The Frac Supply Chain…
We hear lots of things. Some of them bear repeating… 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 »A Dozen Or So Notable Frac Supply Chain Datapoints
We hear lots of things. Some of them bear repeating… 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 »In Other News… Going Broke Ain’t Cheap, Dune-Inspired Sand HQ, Watch The Eagle Ford, Schlumberger High-5s, & More…
In addition to the in-depth updates published during another interesting week in the frac life, these 9 quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »In Other News… 4 Quick Hits From Frac Land
In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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 »In The Hurricane’s Eye – A Frac Sand Market Update & Datapoint Roundup
The best analogy we can think of for the frac sand market at the moment is that it is smack dab in the middle of the eye of the hurricane. In strong tropical cyclones, the eye is… There’s a lot more to this story… Login to see the full update… …
Read More »Research Roundup – Major Supply Chains, Sand Buy-out, Unsustainable Sand Price, E-Frac Pricing, & 7 Other Important Datapoints…
There is already a veritable flood of pressure pumper and operator earnings coverage making the rounds from other analysts and publishers this week. So we focused here on sharing 11 bite-sized pieces of market intel (including a mix of datapoints and our own thoughts on the market) that are a …
Read More »Frac Sand Scattershooting [A Dozen Misc. Proppant & Last Mile Datapoints]
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch in our research process this week that are deserving of a quick mention. Let’s jump right in, shall we? Oh and it’s total coincidence that the titles …
Read More »In Other News… Outback Rumors, Polar Vortex, New Boxes?, WTX Toll Road Idea, +1 Unbundled E&P, B-Train Feedback, Blend & Extend, & More…
Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …
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