In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch in our research process this week that are deserving of a quick mention. Let’s jump right in, shall we? Oh and it’s total coincidence that the titles …
Read More »Quick Thoughts
It Floats! Positive Water Midstream Datapoint From Diamondback Spinco IPO
The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y). What’s going on with operations though? Is more sand still to come? We take a look in this data-driven …
Read More »An Oilfield Water Stock Surged Friday Morning On M&A Chatter
Shares of XYZ water company are ripping Friday morning after… 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 »In Local West Texas News… This Permian Mini-Documentary Is Worth A Watch
We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Two Notable Frac People On The Move
In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… Login to …
Read More »Reports Of Schlumberger’s Hauling Demise Are Greatly Exaggerated…
What’s really going on with Schlumberger’s trucking unit? We discuss the story behind the story here… 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 »An In-Basin Frac Sand Supplier Downsizes & Cuts Shifts. Not Closing The Door Though, Contrary To Rumor
Market intel on the local 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, or your membership has expired, please email …
Read More »Interim Covia CEO “Won’t Be A Caretaker” – Meanwhile A HUGE Contract Buyout, Pricing, & Last Mile Talk…
Big changes at the biggest sand company in the US. 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 »OxyDarko It Is As Chevron Walks With Their Billion…
As our newsletter this past Tuesday predicted, Chevron walked…. 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 »The Last Brady Frac Sand Mine Standing Will Rebrand To Focus On Industrial End Markets
Market intel on the Brady 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, or your membership has expired, please email …
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