Quick Thoughts

Our public record mining reveals that another new entrant might be entering the frac sand supply stack soon… 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 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

After years of talk, there’s action on local sand in Colorado. We wrote about it a month ago and now E&P early adopters are starting to talk about it too… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

US Silica provided their outlook and some big new disclosures last 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 your membership has …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

NexTier’s CIG acquisition last year looks likely to be followed by another vertical integration acquisition in the supply chain… 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 …

Something we are watching this earnings season in light of recent field checks and the nat gas crash is the… 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 …

This week, Liberty talked quite a bit about.. As a general impression… 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 …

We take a look at the latest wet vs. dry sand trends in the Haynesville for 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. If you are new to …

After years of talk, there’s action on local sand in Colorado. 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, …