Quick Thoughts

Last week, we reported on the chaotic Permian sand situation lately (read about that here and here). With all the attention being paid to the West Texas sand market, we’d be remiss not to comment on the Eagle Ford as well, where…. There’s a lot more to this story… Login to …

We have identified plans to bring online a new large-scale, permanent Permian frac sand plant – the first in quite some time… 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 …

This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …

Most Infill Thinking readers remember the go-go days for wellsite storage systems. A few years ago, the new gen silo and containerized sand system solution providers like Solaris and SandBox and PropX couldn’t build systems fast enough. Then along came the second wave of new gen systems (like SandStorm, Sand …

One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… 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 …

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 …

What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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 …

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, …

Context is key and we’ve got some for the big deals announced this 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 …