Sand mine M&A is back! We analyze the new deal and implications here… 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 …
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More Horsepower – Watch Auction This Week For More Frac Fleet Expansion
Frac HHP continues to come into the market. Here’s what to watch this coming week… 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 …
Read More »Positive Read-Through For Frac From ProFrac’s First Earnings Call As A Public Company
We digested new datapoints from ProFrac this morning… 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 has expired, please email us …
Read More »A New Hire Datapoint Seems Consistent With The Frac Sand IPO Rumor Du Jour
We are tracking a developing story with corporate finance implications in the frac sand space… 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 …
Read More »No Deal… Quick Thoughts About U.S. Silica Maintaining Their Status Quo
We digest the news that U.S. Silica will not separate their industrial sand business from frac sand. 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 …
Read More »Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]
Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets: inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …
Read More »Reaction To Wednesday’s MSHA News On Respirable Silica Regulation – It’s An Initiative To Better Enforce The EXISTING Standard
Reaction to breaking news on the regulatory front in frac sand today… 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 has …
Read More »As Expected, US Department Of Labor Is Taking Action On Silica Dust At Mines
Some breaking news on the regulatory front in frac sand today… 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 has expired, …
Read More »Enter Prometheus – A New Final Mile Solution Purpose-Built For Wet Sand [Exclusive]
After talking with the creators behind it, we learned some interesting stuff about the frac sand supply chain’s second wet sand storage system for final mile… 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 …
Read More »Quick Thoughts On Frac Sand: Seller’s Market But Calm, More Kermit Mines?, Wet Sand Ups & Downs, & more…
All you need to get up to speed on the latest developments in the frac supply chain can be found here. Grab a cup of coffee and tuck into this report! There’s a lot more to this story… Login to see the full update… To read this update and receive …
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