When customers merge, it’s always good to know who’s been working for who…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …
Read More »Q&A Undertones Are Shifting On Oilfield Earnings Call [Chart Of The Day]
Something we are watching this earnings season in light of recent field checks and the nat gas crash is the… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are …
Read More »The ‘Real McCoy’ In Frac Sand Demand Models [Charts Of The Day]
Over the past week, we’ve been sharing a series of data-driven reports on Permian frac sand volume trends. First, this chart of the day showed Permian proppant consumption returning to peak. The peak Permian sand piece prompted good questions about how sand can return to prior highs in an environment …
Read More »Frac Sand’s Separation From Traditional Drivers Introduces Forecasting Risks [Charts Of The Day]
Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022. That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew …
Read More »Haynesville Local Sand Industry Pulls Ahead Of Its Westerly Neighbor [Chart Of The Day]
Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
Read More »Analyzing Covia’s Latest Financial Projections
A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new …
Read More »How Will The Liberty Deal Reverberate In The Frac Sand Value Chain? [A Special 3-Part Report]
Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …
Read More »Paper Trades Make Oil Prices Look Better Than They Are In The Physical Market… [Chart Of The Day]
Torn by two extreme market forces (oil demand destruction from the lockdown and geopolitical supplier actions), US oil prices are being distorted and dislocated beyond recognition. Here’s how the actual spot bids in the field are trending across various grades and basins (spoiler alert, it isn’t pretty and the lowest …
Read More »Upcoming Eagle Ford In-Basin Frac Sand Mine Startups To Watch
What can Eagle Ford frac sand customers and suppliers expect for the rest of 2019 on the local sand greenfield front? We’ve rounded up data on the next round of plant startups. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Railing Local Sand Within Basin – We Continue Along This Train Of Thought
A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …
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