Quick Thoughts

Reliable context for the biggest breaking news stories

US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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Liberty Boxes Up The PropX Platform

What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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 …

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Good News Bad News For S TX Sand Buyers

An update on Eagle Ford sandemonium… 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 to discuss …

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Paying Off The Tease…

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

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