Quick Thoughts

Sure, companies have developed coping mechanisms, but it’s still a big risk in the medium- to long-term outlook for U.S. oil production… 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 …

We hear lots of things. Some of them bear repeating… 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 …

In 2021, NWS and out-of-basin regional sands are finding some pockets of opportunity for re-entry in the Texas market. And we believe this is almost entirely due to… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

First the freeze. Then the wind. Lost days continue piling up for the Texas frac industry in 1Q21… feature image photo credit 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 …

With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins. This chart provides a glimpse of …

In addition to in-depth updates published on Infill Thinking this week, some quick hits crossed our desk from contacts in the field and are worth a quick mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

New bills proposed in the Texas legislative session have potentially massive implications for insurance and commerce in the oilfield trucking business (crude, sand, water, etc. hauling in the oilfield could all be impacted). Login to see the full update… To read this update and receive our research newsletters, you must …

In this update, you’ll find key takeaways from the company’s earnings call that are 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 …

A bunch of buyers are talking sand. Here’s what they are saying… 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 …

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 …