Quick Thoughts

More Local Nameplate Capacity For The Permian Next Year

We have identified plans to bring online a new large-scale, permanent Permian frac sand plant – the first in quite some time… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

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Sunny Frac Sand Demand Forecast For The Permian [Chart Of The Day]

This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. Login to see the full update… To read …

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Wellsite Storage – A Supply Base In Decline [Chart Of The Day]

Most Infill Thinking readers remember the go-go days for wellsite storage systems. A few years ago, the new gen silo and containerized sand system solution providers like Solaris and SandBox and PropX couldn’t build systems fast enough. Then along came the second wave of new gen systems (like SandStorm, Sand …

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All Eyes On Shale Well Cost Inflationary Trends

One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Permian Water Threat Level Rising Fast – Emergency Order On The Table?

The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

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US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Liberty Boxes Up The PropX Platform

What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …

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Eagle Ford Local Sand Trends Mask Supply Disruption [Chart Of The Day]

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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Quick Thoughts On Three Deals Of Note – One Each In Water, Frac, & E&P

Context is key and we’ve got some for the big deals announced this week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

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Permian Sand Mining Workforce Plateaus [Chart Of The Day]

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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Good News Bad News For S TX Sand Buyers

An update on Eagle Ford sandemonium… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only …

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Paying Off The Tease…

We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …

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Finding Favor In Frac Sand – Railed Tons Rising

We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

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