Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …
Read More »As Frac Sand Earnings Season Begins, Sentiment And Pricing Are Scraping The Bottom
What do you expect during frac sand earnings season? Here’s what we expect… 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 …
Read More »US Rig Count Is See Sawing – Down But Not Out So Far In 2019 With No Clear Trend Yet…
The early-2019 rig count continues to see saw. Are we at inflection or are we not? We discuss… 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 …
Read More »High Roller Keeps Rolling… Meet The New Old Permian Dune Sand Miner
Construction is in the advanced stages on two new High Roller Sand plants, a story that broke first here back in September. This week, we got the latest scoop on this outfit that keeps rollin’ rollin’ rollin’ rollin’… There’s a lot more to this story… Login to see the full …
Read More »Aggressive Dune Sand Adoption Has Practically Carved UP’s Frac Sand Carloads In Half
Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. 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 »In Other News… People On The Move, Building Spec Frac HHP?? EOG’s Bet Pays Off, The Brady Bunch, & Davos Datapoints…
In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Some Member Feedback On The Potential Last Mile Bill And An Intriguing B-Train Photo
We’ve said it before, we’ll say it again: Infill Thinking readers are the smartest folks in the industry. Following our exclusive, investigative report earlier this week on draft legislation that could have a profound impact on the Texas last mile logistics marketplace, we heard feedback from quite a few plugged-in …
Read More »5 Things To Know From Halliburton’s 2019 Outlook Commentary On Tuesday Morning
This morning, Halliburton hosted their 4Q18 earnings call providing commentary on the 2019 outlook and their strategy. We’ve boiled down the hour-long call into these five bullet point takeaways with broader market implications. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Texas Swing: A Game-Changing Last Mile Logistics Bill Has Been Drafted. Here’s What We Know… [Exclusive]
Rumblings are growing louder about a potential new Texas law that could carry some weight in how sand travels in Texas’s last mile market (pun intended). In this exclusive report, check out what we’ve learned about the potential legislative change. There’s a lot more to this story… Login to see …
Read More »2019 US Onshore E&P Budgets Starting To Fade In Aggregate [Updated Table]
Some of the most important numbers of early-2019 are trickling out and we’re tracking them here so you don’t have to. 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 …
Read More »
Infill Thinking Lifting the O&G knowledge curve