Infill Thoughts

It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.  

A quick update on some of the latest happenings and trends in the OCTG markets after a chat with our friends at Tenaris and The OCTG Situation Report… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 …

In this weekly rig count update, we take a look at the proximity of the new Bakken frac sand mines to the core of drilling activity in the Bakken.   feature image credit: No Title No Description There’s a lot more to this story… Login to see the full update…  …

E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Action against an industrial plant has read-through to Texas local frac sand mining… 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 …

This weekend, the Grand Forks Herald newspaper in North Dakota published a story titled: “Sand deposit could be ‘game-changer’ for ND oil industry.” Five weeks ago, Infill Thinking broke the news about a frac sand plant starting up in the Bakken. Here is a link to Infill Thinking’s original piece …

Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. There’s a lot more to this story… …

There’s a multi-parcel land auction scheduled for later this months that is likely to turn some heads in the Permian Basin – both in the ranching community and in the O&G industry. There’s a lot more to this story… Login to see the full update…  To read this update and …