Quick Thoughts

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… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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). There’s a lot more to this story… Login to see the full update…  To read this update …

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

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

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 …

When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …

It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update…  To …

Preliminary budgets have risen… 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 current …

In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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 …