Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …
Read More »Quick Thoughts
Bid/Ask Gap In Big Permian Land Auction Exemplifies The Need For A Broad Reset Of Expectations
Infill Thinking readers may recall this update from October on a big Permian land auction of 13,500 acres with historical significance. This ranch has a rich O&G history dating back to the 1920s, when Gulf Oil bought leases to the ranch. From the 1920s onwards, it helped make the fortunes …
Read More »RIF Watch: Details On This Week’s Mass MidCon Frac Layoff
After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Oilfield Water Deals Are Approaching $5 Billion In Value So Far In 2019 [Chart(s) Of The Day]
It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …
Read More »NEW INFO ADDED: More M&A At The Distressed Fringes Of The Frac Sand Market… Meaningful Consolidation Still On The Horizon
Earlier this month, the sale of the Preferred Sands Arizona mine to a new entrant came to light. In our update on the deal, we noted the transaction was not an example of the consolidation many are waiting for in the proppant supply space. This week, another similar transaction has …
Read More »Another Big Containerized Sand Solution For The Last Mile Goes International
Pictures posted to social media recently have the last mile community talking… here’s what we’ve been able to confirm with the parties involved. 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. …
Read More »Sand Mine M&A, But Not The Consolidation Many Are Waiting For…
A deal has been reached that sees a long-standing frac sand mine change hands… 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 …
Read More »A Big Permian Operator’s Thinking On Monetizing Water Assets Changes; Warming Up To A Near-Term Sale
Another E&P is warming up to handing off their in-house water assets and could divest their water infrastructure to the third-party water midstream industry in the near-term… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »US Silica Outlines SandBox Changes & Sand Mine Rationalization Expectations As Proppant Earnings Season Gets Off To A Rough Start
Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. There’s a lot …
Read More »DJ Basin Greenfield Frac Sand Update After Another New Project Sighting…
Digging into the public record, we’ve unearthed new details on the latest Rocky Mountain greenfield frac sand project… 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 …
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