We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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. …
Read More »Quick Thoughts
Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Developing news about a big issue for the Eagle Ford sand supply stack… 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 …
Read More »10 Things To Listen For This Week At The Big San Antonio Sand Conference Hosted By Petroleum Connection
We look forward to meeting up with industry friends later this week in San Antonio at the big sand conference hosted by the Petroleum Connection. Here’s a quick event preview… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
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 »Deals Announced For Two More Mini In-field Mines For The Permian… But These Might Be A Longer Term Play
More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… 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 …
Read More »New Proximity Damp Sand Mine Customer Revealed, Closing An Open Loop In Prior Infill Thinking Reports
Last week, we published two datapoints separately. Today, new revelations show that they go together… 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 »OCTG Prices Higher For Longer After Trade Case Outcome?
Cost pressure in OCTG has already been a topic of interest…. there is a key datapoint to watch in this story headed into 2023… 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 …
Read More »US Silica Is Mostly Sold Out Through 2024, But Still Not Adding Sand Mines
US Silica provided positive earnings and outlook this morning. Here are 5 key points… 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 …
Read More »How Much Is The Biggest Pumper Talking About Pricing? [Chart Of The Day]
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the…. There’s a lot more to this story… Login to see the full update… To read …
Read More »War On Talent Easing In The Oilfield?
After some chatter about shale labor pressure easing a bit, we turned to the hard data for indications of workforce size and cost trends. 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 …
Read More »