Quick Thoughts

Pre-Frac Water Recycling Leaderboard [Chart Of The Day]

The water recycling stigma in the frac supply chain has been pretty much squashed this year. 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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The Brady Brown Mothballing Epidemic Spreads

Over the weekend, we wrote about the closures at Covia’s Voca plants, which were subsequently announced by the company. But that’s not all… the Brady mothballing trend has escalated further this week… There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

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Vertical Disintegration At Pioneer Natural Resources

Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big one folks. There’s a lot more to this story… To read this update and receive our research newsletters, you must be …

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A Brady Brown Plant Owner Reacts To Market Pressure By Breaking Out The Mothballs

Who’s closing down, how much sand has been mothballed, and why. We discuss for our members here… 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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Frac Spread Blaze In Colorado. No Injuries But Tough Timing.

There were no injuries reported and the crew was fully accounted for as of this writing. Thankfully. We want to lead with that detail as it is the most important one in this story. There’s a lot more to this story… To read this update and receive our research newsletters, you …

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Prop 112 Is Dead And The DJ Basin Discount Is Evaporating

The anti-frac measure on the Colorado ballot was soundly defeated on November 6, 2018. 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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Quick Thoughts On Surging E&P M&A

About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …

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Initial Thoughts From San Antonio: 10 Key Points On The Big Picture

This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …

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