We digested new datapoints from ProFrac and ProPetro over the past couple weeks… 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 …
Read More »Quick Thoughts
E&P Talk About Service Cost Relief
We expected E&Ps would talk more specifically about service cost deflation expectations this quarter… here’s what we’ve heard so far. 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 …
Read More »Where The Lizard Roams [Maps & New Data Downloads]
Some of the mines in the hot zones have mitigated risk by participating in conservation plans, but in the case of the listing decision becoming effective, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »What Are Public E&Ps Are Saying About Frac Sand? Here’s A Roundup…
We caught up on how E&Ps see frac sand trending… 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 …
Read More »+1 Mini Midland Frac Sand Mine – They’re Popping Up Like Daisies…
Our public record mining reveals that another new entrant is entering the frac sand supply stack… 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, …
Read More »Private vs. Public E&P Rig Count Trends [Chart Of The Day]
Data on differences in rig trends by operator type… 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 …
Read More »US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends
US Silica provided their outlook and some big new disclosures 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 membership has …
Read More »In Other News – Sand Leadership Changes, Nameplate Expansion On Track, Belt-Tightening, & Wet Sand Chatter
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 …
Read More »They’re Multiplying – Mystery Midland Sand Miner Permits A Third Site… Plus A New Clue About Who….
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …
Read More »This Week, MSHA Starts The Clock On Comments For New Silica Rule
Reaction to news on the regulatory front pertinent to frac sand… 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, …
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