Quick Thoughts

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 …

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 …

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 …

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. …

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 …

Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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 …

The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …

Some quick thoughts on what can only be described as a shocking court judgment this week in the last mile space. 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 …

Our investigative reporting reveals the latest on the MidCon mining front. 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, …

Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24: “Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, …