Canary In The Coal Mine? A Pecos Spring Just Went Dry For Just The Third Time In Recorded History November 9, 2017 Infill Thoughts Read More »
US Silica Customer: “Most West Texas Frac Sand Mine Sites Are Just A Wooden Shack At The End Of A Long Dirt Road” November 7, 2017 Infill Thoughts Read More »
Permian Frac Sand Scattershooting Part 1 – Minegate Price Clue, Coating Facility, Site Updates, Skeptical Operator, and more… November 6, 2017 Infill Thoughts Read More »
Although Garden Variety Pad Rigs Are Sold Out, A $30mm “Mega-Pad-Ready” Newbuild Pitch Doesn’t Seem To Be Gaining Traction November 6, 2017 Infill Thoughts Read More »
Reading The 2018 US E&P Capex Tea Leaves As Operators “Apologize” For Growing November 3, 2017 Infill Thoughts Read More »
A STACK / Delaware Leader Has Bought All Its 2018 Finer Mesh Sand From Southern Regional Mines November 2, 2017 Infill Thoughts Read More »
Fixer Upper Star Mark McCollum Unveils The Specifics Of Weatherford’s Renovation November 1, 2017 Infill Thoughts Read More »
Forum’s Revenue Inversion & M&A Strategy Underscore A Seller’s Market Developing In NAM Completions November 1, 2017 Infill Thoughts Read More »
Cliff Notes From A Constructive Hi-Crush Conference Call November 1, 2017 Infill Thoughts Read More »
Sand In The Wind: Charting West Texas Vs. Wisconsin Air Currents October 30, 2017 Infill Thoughts Read More »