Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 …
Read More »Quick Thoughts
Permian In-Basin Frac Sand Plant Operating Trends [4Q17 Charts]
We analyze operating data to establish some initial operating benchmarks as the Permian Basin frac sand suppliers transition from construction mode to production mode. 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 …
Read More »Patterson-UTI High Spec Drilling Rig Explodes In Oklahoma, 5 Missing. [Update]
Breaking news of the worst kind out of southeastern Oklahoma. 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 »New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…
Who’s looking to get in on the hydraulic fracturing boom? We discuss in this update. 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 …
Read More »Unimin + Fairmount Santrol Becomes A Reality
Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US. The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in …
Read More »Is It Really Different This Time? [Chart Of The Day]
We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …
Read More »About 80 Trucks A Day Are Moving Out Of Aequor’s Gates Out In Culberson County Right Now
We checked in with Aequor management out in Culberson County for an update on the Permian Basin’s second online frac sand mine. 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 …
Read More »Hi Crush Quick Take: Sales And Volume Charts, Kermit Update, Coarse Reclamation
Quick take after Hi-Crush released earnings this afternoon. 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 …
Read More »A Blank $300 Million Check And Big Brand Name Recognition – OFS SPAC IPO Friday
There is a new oilfield service company scheduled to price a $300mm initial public equity offering on November 3. This isn’t an ordinary IPO though – it is a blank check company backed by some oilfield industry titans. There’s a lot more to this story… Login to see the full …
Read More »Nice Timing On The 4th Well Advanced West Texas Sand Producer Joining The TCP
The heat on the lizard is rising so US Silica’s news of inclusion in the Texas Conservation Plan TCP is well timed. More thoughts on the news and who else is in… There’s a lot more to this story… Login to see the full update… To read this update and …
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