Quick Thoughts

The water recycling stigma in the frac supply chain has been pretty much squashed this year. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

Over the weekend, we wrote about the closures at Covia’s Voca plants, which were subsequently announced by the company. But that’s not all… the Brady mothballing trend has escalated further this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big one folks. There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release, just insights to help put it in context. There’s a lot more to this story… To read this update and receive …

Who’s closing down, how much sand has been mothballed, and why. We discuss for our members here… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

There were no injuries reported and the crew was fully accounted for as of this writing. Thankfully. We want to lead with that detail as it is the most important one in this story. There’s a lot more to this story… To read this update and receive our research newsletters, you …

Reporting on Permian traffic incidents is a full time job these days, one that is best left in the capable hands of local news pros. So we don’t typically share everything that crosses our monitor on this front. But this is a big, disruptive incident involving new gen well site …

The anti-frac measure on the Colorado ballot was soundly defeated on November 6, 2018. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and …

As we prepare for a major Think Sheets release in the next week or so, we thought it’d be interesting to chart the appearance timeline of all the new mines that comprise the great frac sand rush of 2017/2018. There’s a lot more to this story… To read this update …

About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …