Quick Thoughts

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. …

A quick update on Hi-Crush’s new Permian mine here – specifically a picture shared with us taken from just outside their facility a few days ago. 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 …

For this update we took a quick look at month-to-date horizontal drilling permitting activity in the Permian Basin. 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 …

On Monday after the close, US Silica announced that they will built a 4mmtpa plant “equidistant to the hearts of both the Delaware and Midland Basins.” We break down what you need to know and provide context on this announcement. There’s a lot more to this story… Login to see the …

Mammoth Energy Services announced Thursday that it has signed a three-year take or pay deal to provide Wisconsin frac sand to an undisclosed pressure pumper. The contract contemplates annual volumes of 720,000 tons comprised of several different grades including 20/40, 30/50, and 40/70. We have thoughts on pricing relative to recent benchmarks, what …

Here is the latest data-point in the emerging Permian Basin frac sand mine build-out. Who filed the permit, when, where, and what’s next 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 …