Our public record mining reveals that another new entrant is entering the frac sand supply stack… 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, …

We caught up with U.S. Silica’s O&G team to learn more about a new technology they are introducing at the wellsite… 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 …

Data on differences in rig trends by operator type… 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 …

Market takeaways we learned from the second earnings report Atlas Energy Solutions has provided as a public company… 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 …

What’s Exxon going to do with their sand strategy? The discussion continues 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 you are new to Infill Thinking, or your membership …

US Silica provided their outlook and some big new disclosures this week… 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 …

Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT 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. …

Last week, we spent a couple days traipsing around the Eagle Ford. This resulted in two boots on the ground reports last week: a) new mine and b) new wellsite solution. Today we conclude our field trip takeaways with a couple more market intel bullets and pictures from the road… …

A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… 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 week, we updated several proppant market data files for Lium data clients. Here are key takeaways…   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 …