Quick Thoughts

Who’s plant is the busiest plant? We ran the numbers and… 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, …

Catching up on frac sand mentions in pressure pumper market commentary over the past couple months, these three things stood out as some of the more interesting things pumpers said about their biggest consumable: 1.. 2.. 3… There’s a lot more to this story… Login to see the full update…  …

A data driven look at why proppant is the best indicator of oil production known to the shale industry… 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 …

Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …

Permian and Eagle Ford frac sand mines continue to be busy (and getting busier), with 2021 completions activity closing in on the peak for the year. But… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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

As most readers probably know by now, Alamo Pressure Pumping has sold out to Nextier in a big frac’ing deal announced late Wednesday afternoon. A public pumper takes out a large private pumper, adding to their foothold in the Permian while advancing the frac HHP consolidation narrative. This is good …

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

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 …

Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …