Latest Thoughts

The Wellsite Frac Sand Storage Replacement Cycle Ends In 2018

All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… To read this update and receive …

Read More »

Another Permian Mine Is About To Open [Exclusive]

We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it here… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

Read More »

The Permian Drilling Market Is Doing Pretty Good If Flat Is The New Up

Today we’re checking in on a Permian prediction made here three months ago. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Read More »

Pressure Pumping, Last Mile Logistics, And Wellsite Storage Observations From The Road [MidCon Recon Part III]

More notes from the road from the time our team invested researching the MidCon on location. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

Read More »

Is This The Biggest Frac Sand Contract Of All Time?

Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

Read More »

Vertically Integrated Eagle Ford Sand Will Be Loading Out Significantly Sooner Than Anticipated

Eagle Ford local sand update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here …

Read More »

Oklahoma Greenfield Construction Progress Report [MidCon Recon, Photos]

In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

Read More »

When It Rains, It Pours

While we were getting drenched in the MidCon this week, the sky was falling in New York too. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

Read More »

MidCon Member Meet-Up Today

After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …

Read More »

Upcycle Context As Baker Hughes Reports The Biggest Weekly Rig Count Drop In About 10 Months

In our weekly rig count update this week we put some context around the drop. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

Read More »

Zombie Plants, Dual Dials Turning, NWS Concessions, And More Industry Reaction To Our “Shifting Sands” Questions

Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …

Read More »

Candid Covia CEO: “Oversupply Is Upon Us”

Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …

Read More »

Notes From Fort Worth Part One: Member Meet-up, Event Photos, Our Team Expands, And On To The MidCon

We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

Read More »

So Far, Permian Drilling Permits Are Passing The Takeaway Stress Test

In this weekly rig count update, we take a closer look at Permian Drilling Permits. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

Read More »

Changes That Matter In The Texas Conservation Plan Re-Write

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …

Read More »

DJ Basin Local Frac Sand Is Complicated With Much Still To Be Determined…

An update on frac sand mining’s newest frontier: the Rockies. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on …

Read More »

ProPetro Talks Frac Efficiency, Contracting Strategy, And Newbuilds For Next Year [Live Blog Complete]

We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro call this morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

Read More »

Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]

We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

Read More »

Greg Lanham Joins The Sand Revolution

We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

Read More »

All The Contractors Expect The Lower 48 Rig Count To Keep On Keepin’ On…

The US land contract drillers are currently unanimous Lower 48 rig count outlook… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

Read More »

Big And Unexpected Management Changes At Solaris

More details to follow… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No …

Read More »

Atlas Sand Has Shipped First Tons From Kermit Plant

First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release here. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

Read More »