About one week ago, the first truckload of finished frac sand left Atlas Sand’s gate in Kermit. Check out the latest on their ramp in this update. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… Login to see …

The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and 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 …

US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

More details to follow… 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 us to discuss our current …

Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …

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… Login to see the full update…  To read this update and receive our research newsletters, you …

After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …

Each week we post analysis of the rig count, offering our own take on the trends. We also always include a thought piece, and this week digest some big contracting news. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Occasionally readers send us photos from the field that are too good to keep to ourselves. This is one of those times… log in to see what we mean. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …