Quick Thoughts

In this update, two quick charts to illustrate relative Wall Street sentiment divergence across the oilfield value chain. It’s been a rough year for O&G stocks in general, with the OSX index underperforming the S&P 500 by 42% year-to-date. But to really understand how Wall Street views the oilfield value …

Preferred Sands filed for IPO on Thursday. As Infill Thinking readers already know, Preferred has two in-basin mines under development in the Permian Basin and one in the Eagle Ford. Besides what is arguably the coolest team picture to ever grace any SEC filing, the company included quite a bit of …

This news elevates the West Texas frac sand mining rush into a whole new stratosphere. It just went from something frac sand specialists were very focused on to something everyone will be focused on. The little sand dune mining story just went mainstream folks. At Infill Thinking, we’ve been covering …

On Wednesday evening, Infill Thinking spoke by phone with David Durrett, Managing Director of Permian sand mine startup Aequor. What we learned about his new West Texas sand mine project – Burro Minerals – surprised us. And it will surprise the market as well. There’s a lot more to this …

Read what our local sources say about the very latest on Permian Basin frac sand development in this exclusive 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 …

The latest details on the latest new entrant to the Permian sand mining rush… 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 …

Halliburton’s frac sand statements overshadowed some really important Lower 48 market updates yesterday. Here are the key non-sand points that caught our attention: 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. …

An infill Thinking prediction was confirmed this morning as the Permian Basin sand rush continues to heat up… 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 …

Schlumberger kicked off oilfield service earnings this morning. Everything you need to know about the tone they set is right here. Also, don’t miss the biggest takeaways of the day where Schlumberger’s CEO said… There’s a lot more to this story… Login to see the full update…  To read this …

Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged… 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. …