Quick Thoughts

As of Friday morning, our channel checks suggest that a well known frac company may be completely closing up shop, rolling up operations, selling their horsepower, and letting everyone go…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …

Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes …

After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …

Earlier this month, the sale of the Preferred Sands Arizona mine to a new entrant came to light. In our update on the deal, we noted the transaction was not an example of the consolidation many are waiting for in the proppant supply space. This week, another similar transaction has …

Pictures posted to social media recently have the last mile community talking… here’s what we’ve been able to confirm with the parties involved. 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 …

A deal has been reached that sees a long-standing frac sand mine change hands… 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 …

Another E&P is warming up to handing off their in-house water assets and could divest their water infrastructure to the third-party water midstream industry in the near-term… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. Login to see …