Who’s looking to get in on the hydraulic fracturing boom? We discuss 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 must be a member. If you are new to Infill Thinking, or …

For over a year, we’ve heard all the reasons why the 23 planned in-basin sand frac sand mines in West Texas won’t get built (or why they will be delayed into perpetuity). We submit the conversation needs to change from construction risk to production risk. It’s time to change the …

We had a chance to speak with this private new entrant’s management team and received an advance exclusive on news the company will be releasing to the broader market next week. All the details about this new in-basin sand plant’s startup are in the full article. There’s a lot more …

Here’s the very latest on the 4mmtpa Black Mountain frac sand plant that is scheduled to start up this month. 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 …

A couple weeks into 2018, the hottest basin in the US is already pulling out ahead as the leader in horizontal rig count growth. This is a trend likely to continue as this play further separates itself from the pack as the hottest play in the US this year. So …

Ironically, all the recent talk of restraint by tight oil operators is a contributing factor to the recent crude oil price rally. In turn, rising oil prices will put to the test this newfound US operator resolve to reign in the willy nilly spending of prior upcycles. With WTI an …

Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …

We’ve got videos of West Texas sandstorms this week as well as thoughts on what the wind gusts mean for in basin frac sand. Spoiler alert – this is a significant and underappreciated risk and we explain why in this update… There’s a lot more to this story… Login to …

Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …

In the chart below, we’ve attempted to quantify a relatively opaque, highly competitive, and rapidly evolving last mile market segment – well-site frac sand handling and storage. As completion intensity exploded over the past few years, frac sand handling at the well-site just before it enters the blender and is …