Latest Thoughts

Frac Water Market Takeaways From The Select Energy Services Conference Call… [Live Blog Complete]

Live takeaways from Select’s 1Q18 earnings call… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only …

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Today Is DSL D-Day

It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more today. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

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Infill Thinking Goes To Washington

At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …

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Preferred Sands Now Has A Double-Barrel Plant Strategy Lined Up In All The Big 3 Tight Oil Basins. Eagle Ford Site #2 Is The Latest News…

Get the latest on Preferred Sands’ multi-barrel approach to adding frac sand capacity in the big oil plays. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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FTS Int’l Says Frac Market Is Ebbing Not Flowing, Confirms Last Mile Conversion Datapoint [Live Blog Complete]

We live-blogged the FTS International conference call this morning, listening for oilfield marketplace implications (not so much financials or FTSI idiosyncratic issues). There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

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US Silica Explains Permian Plant Delays, Says One Big Customer Has Switched Back To NWS [Live Blog Complete]

We live blogged our takeaways from the US Silica earnings conference call on Tuesday morning…   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Halliburton Issues A Rebuttal And An Endorsement

No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… To read this update and receive our research …

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PropX: 6,000 Boxes And Counting

PropX is growing and they are growing fast. In this update, read exclusive details we learned in a recent meeting with management about the company’s build cadence, trends in box per crew, business model, adoption rates, and the impacts of steel tariffs and OSHA regs. There’s a lot more to …

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Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further

A Monahans train wreck overnight on Wednesday could impact Permian completions. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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Haynesville Shale Rigs vs. Mines [Maps And Charts]

Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of the Haynesville shale market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls …

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Haynesville Shale Market Thoughts

Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of this regional market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls and …

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Permian Dune Sand Spot Price Check Up

This week, we worked our channels to check on the latest pricing for in-basin frac sand. Our last price check was during our February trip to the Permian, and earnings season is now just a couple weeks out. So it seems like a good time for a pricing update. Log …

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Last Week The US Tight Oil Rig Count Did Something It Hasn’t Done Since The Downturn

Last week, the US unconventional oil rig count did something it hasn’t done since the downturn. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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