Latest Thoughts

DSL…

Login required. 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 find here No advertisements, no …

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Anything To Read Between The Lines On The Roster At Today’s San Antonio Job Fair?

We highlight an interesting appearance at a San Antonio area job fair this week. 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 …

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High Roller Sand Resumes The Ramp Up

Shortly after pressing send on an early-February 2018 edition of the Infill Thinking newsletter, we hit the road in Odessa bound for a visit to High Roller Sand’s Kermit frac sand plant. The facility had been open less than a week at the time of our visit, about four weeks …

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You Have To Be A Policy Wonk To Predict OCTG Pricing In 2018

A look at the latest import data, trade protection measures, and capacity and pricing commentary from a market leader. 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 …

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DSL Plot Will Thicken As The TCP Is Re-Written

Here lately, the DSL has taken a back seat to other risks like trucking. But now it’s little head is popping up in the sand. Here’s the very latest on this species saga. There’s a lot more to this story… To read this update and receive our research newsletters, you must …

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Yesterday Wells Froze, Today Rail Cars Are Stuck, Tomorrow It’ll Be R&M, Labor & Trucking [Permian Points 2]

This is our second installment of Permian Points (oilfield service market quick hits) after devoting a full week to boots-on-the ground reconnaissance in the Permian Basin in February (revisit part one here). We met with industry contacts, visited facilities, and made observations from the road. Here are some of our key takeaways, thoughts, …

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US Silica Conference Call Highlights [Live Blog Has Ended]

We live-blogged our notes and thoughts from the US Silica earnings conference call on 2/21/18… 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 …

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Meet The Big, New In-Basin Eagle Ford Frac Sand Plant On The Block [Exclusive Conversation With Company]

We’ve learned exclusive details on the latest Eagle Ford in-basin new entrant after speaking with a company representative about the project. 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.) …

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