Quick Thoughts

We are still waiting on a few more companies to report earnings in the oilfield; however, the lion’s share of the results are out and most calls are now behind us. So we went digging for the latest round of simulfrac talk, and we found new converts… There’s a lot …

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, …

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 1Q21 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 …

Why it matters: Aggressive recruitment from new entrants in the frac supply chain can signal shifts in the competitive landscape and rate/cost structures. Drivers are a hot commodity and in short supply. What’s New: Several weeks ago, we flagged a new entrant in sand hauling: 5f. The app-based hauler was …

Three weeks ago, we wrote about a new Permian sand mine opening. Now we know 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 must be a member. If you are …

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, …

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… There’s a lot more to this story… Login to see …

We hear lots of things. Some of them bear repeating… 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 …

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… 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 …