Quick Thoughts

After seeing a social media post about another Texas frac sand startup, we were able to contact management to learn a whole lot more about the newest kid on the sand block. Check out our exclusive here… There’s a lot more to this story… Login to see the full update…  …

Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update…  …

After hearing some rumblings about changes at Preferred Sands over the past week or two from industry contacts, we were able to contact new management and received a statement about the changes. Specifically, management told us: ….. There’s a lot more to this story… Login to see the full update…  …

Check out a top ten list of the latest market intel tidbits we rounded up this week… 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 …

Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …

Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… Login to see the full update…  To read this …

This morning, Halliburton hosted their 4Q18 earnings call providing commentary on the 2019 outlook and their strategy. We’ve boiled down the hour-long call into these five bullet point takeaways with broader market implications. There’s a lot more to this story… Login to see the full update…  To read this update …

Last Thursday, Infill Thinking broke the news about a ruling in a key last mile logistics battle after digging through court records to uncover an unsigned order from a judge. Today, other channels are also reporting this news as one of the parties involved has spoken out. There’s a lot more …

There’s some big news breaking in one of the longest running completions logistics legal battles. 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 …