Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulating their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… To read this update and receive our …
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A New Local Sand Entity Is Emerging From A Big Metamorphosis At Preferred [Exclusive]
After hearing some rumblings about changes at Preferred Sands over the past week or two from industry contacts, we were able to contact new management and received a statement about the changes. Specifically, management told us: ….. There’s a lot more to this story… To read this update and receive our …
Read More »Micro Proppant, HHP Orders, Direct Sourcing Details, Deflation, Majors In Shale, and Other Interesting Market Intel Tidbits This Week [Top 10 List]
Check out a top ten list of the latest market intel tidbits we rounded up 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 …
Read More »In Other News… Outback Rumors, Polar Vortex, New Boxes?, WTX Toll Road Idea, +1 Unbundled E&P, B-Train Feedback, Blend & Extend, & More…
Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …
Read More »Aggressive Dune Sand Adoption Has Practically Carved UP’s Frac Sand Carloads In Half
Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. 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 …
Read More »In Other News… People On The Move, Building Spec Frac HHP?? EOG’s Bet Pays Off, The Brady Bunch, & Davos Datapoints…
In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… To read this update and receive our research newsletters, you …
Read More »5 Things To Know From Halliburton’s 2019 Outlook Commentary On Tuesday Morning
This morning, Halliburton hosted their 4Q18 earnings call providing commentary on the 2019 outlook and their strategy. We’ve boiled down the hour-long call into these five bullet point takeaways with broader market implications. There’s a lot more to this story… To read this update and receive our research newsletters, you must …
Read More »Press Release From The Defendant Confirms Analysis Of The Case Docket Last Week
Last Thursday, Infill Thinking broke the news about a ruling in a key last mile logistics battle after digging through court records to uncover an unsigned order from a judge. Today, other channels are also reporting this news as one of the parties involved has spoken out. There’s a lot more …
Read More »DEVELOPING: Did A Crucial Last Mile Legal Battle Just Come To A Close?
There’s some big news breaking in one of the longest running completions logistics legal battles. 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 …
Read More »Railing Local Permian Frac Sand WITHIN The Basin Just Got Real [Exclusive Details]
Last October, we published research introducing the idea of railing locally-mined West Texas frac sand within the Permian Basin. At the time, we wrote that the concept could gain traction in 2019. It has gained traction. We’ve learned new and exclusive details about the concept’s adoption… log in to read. There’s …
Read More »Who Does Smart Sand’s Revenue Come From? [Chart Of The Day]
In light of recent contract enforcement news, we constructed this time series on a sand producer’s key customers. 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 …
Read More »Smart Sand Stands By Their Word On Contract Enforcement. Sues Schlumberger.
Well, you’ve got to hand it to this CEO for being a man of his word. We break down the latest contract news in the oilfield service space as things are getting ugly amid market deterioration. Don’t miss our bullet point analysis of the implications of this news. There’s a …
Read More »In Other News… People On The Move, Permian Fire & Ice, Frac Contract Reveal, Debt Covenant Compromise, & Oilfield Survey Takeaways…
In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worth a mention. So here are five short stories… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …
Read More »‘Tis The Season… To Miss Truck Drivers. There’s An All-Out Last Mile Scramble Underway As 2018 Draws To A Close
Just before the ball drops ushering in the new year, we are hearing about widespread supply chain disruption from seasonal driver shortages leaving frac crews unsanded in Texas. In this report, read full analysis including what’s going on, why, where, why it matters, and what’s next. There’s a lot more …
Read More »One Last DSL Headline Before The Year Is Out: CBD Attacks TCP Lapse
Environmental protection groups are seizing upon a lapse in a legal compromise (a lapse that Infill Thinking broke the news about five weeks ago) in their latest effort to apply pressure to the Feds to list the lizard as an endangered species. Punching above its weight, the little dunes sagebrush …
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