We drove to a frac sand mine shipping their first loads last week…. 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 …
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We visited a frac sand mine under construction this week. What we saw changed our perspective on… 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 …
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Today, we rounded up some fast facts folks in frac should know.. 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 …
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Today we examine data on supply trends in frac sand. 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 …
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A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …
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Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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 …
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Thoughts on buyer behavior in frac supply chain – take the win, don’t turn it into a pyrrhic victory! 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 …
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Math to illustrate why quality carriers are dropping out of the frac sand 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 to Infill Thinking, or your …
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New datapoints extend a trend we warned about a couple months ago… 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 …
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Info on a new M&A deal in frac sand. 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 …
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Infill Thinking Lifting the O&G knowledge curve
