We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation There’s a lot more to this story… Login …

Scrapping is a tough but necessary step to set the pressure pumping industry up for a return to health. It’s a key hurdle to making frac investable again. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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 …

A deal has been reached that sees a long-standing frac sand mine change hands… 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 …

Another E&P is warming up to handing off their in-house water assets and could divest their water infrastructure to the third-party water midstream industry in the near-term… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Today we take a closer look at a costly misstep in the O&G industry’s effort to figure out oilfield water handling solutions as water midstream rapidly evolves… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. There’s a lot more to this story… Login to see the full update…  To …