Quick Thoughts

Leave it to us negative nellies to send out a mine closure data update to Think Sheets members on Thanksgiving Eve, but that’s just what we did last week. Here’s a big picture takeaway for all Infill Thinking members. There’s a lot more to this story… Login to see the …

In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Infill Thinking has learned that… 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 our …

Who is taking market share during bankruptcy? Here are some clues… 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, …

In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …

On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

There is ample talk in the frac market this week about a potential deal with big implications for the oilfield value 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 …

Universal’s parent company talked about the outlook for the frac business today… 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 …

Yes folks, it’s true… what you’ve heard…. the oilfield marketplace is a changing and the competitive landscape we’ve all gotten used to for the past decade or so could look very very VERY different a decade from now… There’s a lot more to this story… Login to see the full …