Quick Thoughts

We live blogged our key takeaways from a critical TX RRC report release via webinar on Tuesday afternoon February 19, 2020… 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 …

There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

While waiting for deal flow to pick back up, we dusted off our water M&A database 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 …

This week, two large pressure pumpers hosted 4Q19 earnings calls. Here are our takeaways from their remarks as it pertains to the 2020 pressure pumping market…     There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

If you are at HFTC or NAPE in Houston this week instead of the Permian Basin, count your lucky stars. If you are in the Permian on Wednesday, there’s a high probability you are: a) trying to reschedule your trip (or your meetings) because all flights have been cancelled b) …

In a meeting on Wednesday morning, county officials approved the latest… 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, …

Permian sand plant staffing reductions effectively de-rated production capacity in 4Q19. The trend in this chart helped set up the supply crunch we’ve dubbed Sandemonium when customer budgets reset seasonally in January… There’s a lot more to this story… Login to see the full update…  To read this update and …

Every once in a while, laughter is the best medicine. So on a Friday when disruption potential is once again at the top of mind for the collective frac sand industry, we offer the following bit of levity. There’s a lot more to this story… Login to see the full …

On Tuesday, we hosted 50+ Infill Thinking members for coffee and conversation at one of our favorite Houston coffee houses. Special thanks to the Siphon Coffee team and patrons for letting us invade your space and putting up with us – we sort of took over the place! The event …

Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 …