Quick Thoughts

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 …

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 …

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 …

Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking. 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 …

Superior Energy Services, the ninth largest US pressure pumper by active horsepower, spoke comprehensively about the North American oilfield service market (and Permian completions in particular) on Tuesday morning. We’ve organized our notes from the conference call into the following key points. There’s a lot more to this story… Login …

Based on a study of job openings on Indeed.com, we estimate that upwards of 20% of advertised job listings in the Kermit/Monahans area of West Texas are posted by startup frac sand mines. In the full article, we show which sand miners have positions open and who they are competing with …