Quick Thoughts

Three weeks ago, we wrote about a new Permian sand mine opening. Now we know the rest of the story…. 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 …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 …

On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent some big shift in the current trajectory, we aren’t so sure… Login to see the full update… To read this update …

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 …

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 …