There’s been some talk in the market this week that sand customers might be skeptical of inking deals with startup sand producers. But what we heard from one E&P on Wednesday suggests just the opposite… Black Mountain has at least one long-term deal in the bag and probably more that …

Infill Thinking reader Ron Davis wrote in with a great excerpt on the offshore drilling outlook. As we start to think more about a potential inflection point in deepwater, we felt the thoughts he shared were worth printing in full… There’s a lot more to this story… Login to see …

US Silica’s 2Q17 conference call ushered in earnings season for Big Sand Tuesday morning, and the call certainly brought the fireworks. Here are the key points US Silica made Tuesday that we found most interesting, accompanied by our take: There’s a lot more to this story… Login to see the …

The combination of greater per rig retrofit investments and expanding inventory of upgrade candidates is the equivalent of newbuilding without building new. This kind of spending invites a whole crowd of previously shunned rigs into the exclusive super-spec club. There’s a lot more to this story… Login to see the full …

Read what our local sources say about the very latest on Permian Basin frac sand development in this exclusive 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 …

Earlier this week, first Halliburton and then Anadarko roiled the water by challenging the multi-year trend of more frac sand pumped per well. What was surprising about the remarks was that they pointed to not just plateauing in the trend but a reversal. Following their remarks on inflection, some other companies have …

Contrary to the click bait proliferating on other media platforms, US oil producers are not slashing 2017 tight oil investment programs as a result of recent crude oil price volatility. Anadarko’s US onshore investment revision, which became the poster child for so called shale budget cuts this week, is grossly misunderstood. Not only …

As the list of “haves” grows longer, now seems like a good time to ask this question: who hasn’t joined in the rush and why not? Our inverted Permian mine list may actually be more interesting at this juncture than widely known announced facilities. There’s a lot more to this story… …

The latest details on the latest new entrant to the Permian sand mining rush… 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 …

The discussion around plateauing (wait… make that falling) frac sand/well is heating up. What’s new and what we think about it 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 must be a member. If …