Quick Thoughts

Reliable context for the biggest breaking news stories

Amid Talk Of Another Sand Hauler Closing The Door, The Last Mile Niche Is On Thin Ice

Infill Thinking has learned that… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …

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US Silica’s Latest Frac Sand Market Outlook

In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven …

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Universal Pressure Pumping’s Frac Outlook

Universal’s parent company talked about the outlook for the frac business today… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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One Last Quarter Where Schlumberger’s Earnings Report Still Matters To The US Frac Market

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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2 “Can’t Miss” Permian E&P Developments…

In the past 24 hours, two new E&P datapoints that are important for the frac supply chain to take note of: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …

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