Quick thoughts on a potential new ipo in the proppant space… 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, …

Today an update on a tough situation for pumpers and E&Ps in the South Texas market… 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, …

Refreshing our upstream consolidation monitor after FANG/Endeavor, a few thing stand out… 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 …

The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 …

  This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

  This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

This week, we are attending a large industry event, and here are some things that stood out to us from our conversations there. 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. …

This week, we are catching up on sand trends in south Texas and documenting what we have uncovered… 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 …

  How are two of the biggest oil companies in the world thinking about shale development programs this year? 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 …