We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release, just insights to help put it in context. There’s a lot more to this story… Login to see the full …
Read More »Quick Thoughts
A Brady Brown Plant Owner Reacts To Market Pressure By Breaking Out The Mothballs
Who’s closing down, how much sand has been mothballed, and why. We discuss for our members 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 …
Read More »Frac Spread Blaze In Colorado. No Injuries But Tough Timing.
There were no injuries reported and the crew was fully accounted for as of this writing. Thankfully. We want to lead with that detail as it is the most important one in this story. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Ouch! Last Mile Silo Strikes A Major Midland Bridge, Shutting Down Permian Traffic For Hours
Reporting on Permian traffic incidents is a full time job these days, one that is best left in the capable hands of local news pros. So we don’t typically share everything that crosses our monitor on this front. But this is a big, disruptive incident involving new gen well site …
Read More »Prop 112 Is Dead And The DJ Basin Discount Is Evaporating
The anti-frac measure on the Colorado ballot was soundly defeated on November 6, 2018. 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 »Is The Local Sand Rush Finally Ready To Pause In 2019? [Chart Of The Day]
As we prepare for a major Think Sheets release in the next week or so, we thought it’d be interesting to chart the appearance timeline of all the new mines that comprise the great frac sand rush of 2017/2018. There’s a lot more to this story… Login to see the …
Read More »Quick Thoughts On Surging E&P M&A
About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …
Read More »The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways]
It’s earnings season and if your office looks anything like ours, you’re probably up to your eyeballs in reading material. So we’ll cut to the chase 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 …
Read More »M&A Converts A Traditional Bundled E&P Into A Vertically Integrated Self-Sourcer
We are able to offer some timely context for the supply chain and procurement implications of this morning’s big M&A news in E&P. 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 »Initial Thoughts From San Antonio: 10 Key Points On The Big Picture
This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …
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