Latest Thoughts

As Schlumberger’s Permian Mine Opens, Management Pulls Back The Curtain A Bit On Frac Sand Strategy

In a slide deck released this morning, Schlumberger provided some interesting comments on frac sand. 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 …

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In The Permian Pipeline Staring Contest, Frac Growth Just Blinked First

We discuss how upstream is reacting to the midstream crisis in the Permian basins. 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 …

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Research Rewind: The Mid-Con Greenfield Frac Sand Rush

This is the second installment in our Research Rewind Series.  Rewinds aggregate our long-shelf life work on hot topics, providing comprehensive and thematic perspective. In our first installment, we looked back at the Permian Basin frac sand trucking situation. This week, we take a look back at the region where the frac sand …

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Offshore vs The Permian [Friday Guest Post]

With Brent trading at almost $80/bbl and Permian constraint friction heating up (pipe, diffs, trucks, etc), it feels like it’s time to start getting more constructive on the offshore recovery theme. But can long-cycle deepwater returns ever compete with short-cycle Permian returns again? An expert weighs in for our first …

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Permit Filed On The E&P-Owned Frac Sand Plant Going Vertical In The Northeastern Eagle Ford Shale

We curate new information in the public record on the newest vertically integrated frac sand project. 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 …

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Research Rewind: Permian Basin Frac Sand Trucking

Infill Thinking comes at you fast. In 2018, we are on track to publish more than 400 original research updates. These proprietary updates often break the seal on topics that will be covered elsewhere months later (i.e. Permian frac sand truckload estimates). While timely, Infill Thinking updates also contain proprietary …

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As First Reported Here, Black Mountain DID Announce New Eagle Ford And Mid-Con Expansion Plans Wednesday Morning

This is a developing story, check back for updates… 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 …

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Frac Water Market Takeaways From The Select Energy Services Conference Call… [Live Blog Complete]

Live takeaways from Select’s 1Q18 earnings call… 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 …

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Today Is DSL D-Day [Developing…]

It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more today. 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 …

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Infill Thinking Goes To Washington

At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …

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Preferred Sands Now Has A Double-Barrel Plant Strategy Lined Up In All The Big 3 Tight Oil Basins. Eagle Ford Site #2 Is The Latest News…

Get the latest on Preferred Sands’ multi-barrel approach to adding frac sand capacity in the big oil plays. 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 …

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