Quick Thoughts

Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand market. 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 …

We examine one strategy that we think will be a common way for E&P operators to essentially increase spending without appearing to be reacting to higher oil prices this year. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …