This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …
Read More »For OCTG, Expect A Soft 2H23 [Friday Guest Post]
OCTG outook… 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 us to discuss our current subscription options …
Read More »Thoughts On OFS Vendor Exposure To Monday’s Big E&P M&A Deal
When customers merge, it’s always good to know who’s been working for who…. 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 »Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Last Week
We digested new datapoints from ProFrac 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 has expired, please email us …
Read More »E&P Talk Heats Up On Service Cost Relief [Part 2]
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »E&Ps Talk About Service Cost Relief
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »Panel Preview – The State Of The Frac Sand Industry
We look forward to meeting up with industry friends next Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Today
We digested new datapoints from ProFrac this 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 to Infill Thinking, or your membership has expired, please email us …
Read More »Hi-Crush Deploys A 6th Damp Proximity Mine, Encore OnCore! & An E&P’s Steep Adoption Curve Closes A Loop
We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 »Everything You Could Possibly Want To Know About The NWS Plant Reopening Soon
Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update… To …
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