Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23… 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 …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield As Reports / Calls Begin This Week…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »A Visit To The Future Home Of A New Eagle Ford Frac Sand Plant [Notes From The Road In Carrizo Springs, TX]
We drove out to the site of a brand new Eagle Ford frac sand mine this week… here’s what we know about this location. 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 …
Read More »In Other News – Sand Leadership Changes, Nameplate Expansion On Track, Belt-Tightening, & Wet Sand Chatter
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 …
Read More »New Local Sand Mine In Bakken Is Off To A Strong Start [Exclusive]
We caught up with a Bakken new entrant and learned a lot of new details 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 …
Read More »They’re Multiplying – Mystery Midland Sand Miner Permits A Third Site… Plus A New Clue About Who….
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …
Read More »This Week, MSHA Starts The Clock On Comments For New Silica Rule
Reaction to news on the regulatory front pertinent to frac sand… 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, …
Read More »Railed Damp Sand Coming To New Mexico [Exclusive]
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got an exclusive scoop with all the deals ahead of them opening up capacity to the market in an ‘Open Season’ marketing process that is not typical of this sector… There’s a lot more …
Read More »Reaction To The Dunes Sagebrush Lizard Listing Decision
DSL update after following up with a variety of industry contacts post-USFWS decision… 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 …
Read More »The Dunes Sagebrush Lizard Decision Is FINALLY In… USFWS Decides TO LIST The Lizard As Endangered
DSL 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 your membership has expired, please email us to discuss our current subscription options …
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