Quick Thoughts

Another Large Carrier Rolls Up Their Sand Hauling Operations

A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. Login to see the full update… To read this update and receive our research newsletters, you must …

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Something Big Is Brewing On The Infill Thinking Research Desk…

Please pardon our publishing silence over the past 24 hours or so… our research team is busy working on deep dive. One might say that our head is buried in the sand. It’s topical. It’s controversial. And it has massive implications for value creation / destruction in the frac supply …

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RIF Alert: Another Frac Outfit Completely Shutting Down? 

As of Friday morning, our channel checks suggest that a well known frac company may be completely closing up shop, rolling up operations, selling their horsepower, and letting everyone go…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

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Hi-Crush’s CFO Goes Her Separate Ways

Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …

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RIF Watch: Details On This Week’s Mass MidCon Frac Layoff

After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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Sand Mine M&A, But Not The Consolidation Many Are Waiting For…

A deal has been reached that sees a long-standing frac sand mine change hands… 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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