We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »5 New Things At Signal Peak Silica’s Busy Flagship Plant [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Reliability Trumps Looks In Sand Mining, But Bigfoot’s Got Both [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »The Reliability Mission At Superior Silica Sands Is Paying Off [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »You’ll Be Seeing More Of These Labs At Mines And Fracs Across The L48… [Notes From The Road]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Twin Eagle Elmendorf Still Towering In South Texas Frac Sand… [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »ProFrac Confirms AST Acquisition And Idles A Haynesville Mine As Soft Frac Market Conditions Weigh On Results
What to know form ProFrac earnings this 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 …
Read More »ProFrac Read Through For Frac & Sand
ProFrac earnings this week were met with applause on Wall Street. Here we look into the key points for OFS and E&P folks. 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. …
Read More »ProFrac Throws Down The Gauntlet, Going After Market Share
ProFrac was the final pressure pumper to report 4Q23 earnings this week. And there were fireworks. Analysis, data, and context on why what they said matters so much in frac. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »ProFrac Talks About A 35% Rebound In Their Frac Crew Count, While Patterson-UTI Thinks Frac Is “Bumping Up Against Drilling”
We caught up on takeaways from a few more frac earnings calls this 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 …
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