In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 »Here’s How E&P Spending Implies That A Fifth Of US Pre-Frac Water Is Recycled
In research, going down one path often leads to another. And that’s often when things become most interesting. While updating our recycled water leader board chart, first introduced in 4Q18, we got side-tracked by a quick thought exercise. In this update, we use operator spending budgets in conjunction with their …
Read More »Permian Perspectives Part 5 – Last Mile & Wellsite Points
Our latest round of Permian market intelligence focuses on datapoints in frac sand’s last mile and wellsite handling 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 be a member. If you are new …
Read More »Permian Perspective Part One: Where We’ve Been, Thank Yous, & Full Throttle Local Sand Consumption
Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Our Top 10 Takeaways From The Last Mile Logistics Panel
Last week at the frac sand conference hosted by Petroleum Connection in Houston, we moderated a discussion among four last mile logistics experts. Together, the firms represented on stage touch more than 20 million tons of frac sand per year in various capacities. This panel was a rare chance to …
Read More »New Ownership Targets Appalachian Completions Demand With A Small Ohio Sand Plant
We heard some chatter about local sand in the Appalachia at the Petroleum Connection’s frac sand conference in Houston last week, so we caught up the plant’s new ownership to learn more about the site and their frac sand ambitions. There’s a lot more to this story… Login to see …
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… …
Read More »In Other News… People On The Move, Building Spec Frac HHP?? EOG’s Bet Pays Off, The Brady Bunch, & Davos Datapoints…
In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Direct Sourcing Adoption Trends [Chart Of The Day]
Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …
Read More »Another Day, Another New Chesapeake Vendor
They’re coming in so fast that it’s hard to keep up… don’t worry, we’ve got it documented, mapped, broken down, and analyzed for you 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 …
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