Our public record mining reveals that another new entrant might be entering the frac sand supply stack soon… 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 …

Market takeaways we learned from the first 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 …

We caught up with the owners of a new local sand plant 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 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

After years of talk, there’s action on local sand in Colorado. We wrote about it a month ago and now E&P early adopters are starting to talk about it too… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Here’s what frac market participants need to know from the latest round of disclosures… 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 …

With damp sand usage increasing, a growing concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we follow up on a new system we profiled last year that is working to address this …

US Silica provided their outlook and some big new disclosures last 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 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

Here’s what to know about the current state of the rig market in the Lower 48… 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, …