Quick Thoughts

This week’s bankruptcy filing shows pressure pumper left holding the bag on a multi-million dollar trade payable equal to 6% of their 1Q20 revenue in the latest E&P restructuring case… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

A large frac sand producer has declared bankruptcy… 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 us …

Frac sand is highly litigious and public legal records often shed light on behind the scenes operational and market naunces. In this update, we summarize some intel revealed in the allegations of a new legal matter in the sector… There’s a lot more to this story… Login to see the …

It’s still a month until July Fourth, but there are already some bottle rockets being lit in the oilfield. Here’s what the stock market says about the state of things in the oilfield… Login to see the full update… To read this update and receive our research newsletters, you must …

Happy Memorial Day Weekend! We wanted to flag a few of our more in-depth pieces published recently in case you missed them and have some downtime to catch up on reading during the long weekend. Here are five relevant reference pieces on the downturn from our research flow over the …

We spotted some brand new equipment being deployed in an unexpected way in the downturn. This deployment strategy makes a ton of sense though… 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 …

A data-driven look at operating activity trends for the Lower 48 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, …

Setting aside what we all know about frac sand demand in 2Q20 (volumes are terrible), there are some interesting gives and takes at play when it comes to Northern White Sand (NWS) vs local sand market share trends this quarter. Check this out…   There’s a lot more to this …

We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …

You know it’s pretty bad when $25/bbl oil gets us excited again. But here we are, and a rally from -$37 to +$25 in the prompt month ain’t nothing! There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …