Tag Archives: corporate strategy

Data context on the latest M&A rumblings… 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 membership has expired, please email us to …

Another earnings season is just around the corner, 10 things to listen for and what to expect… 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 …

Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …

  This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …

Smart Sand released their 4Q24 earnings this week… and there was a change-up in the report this quarter. 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 …

On Feb 15, 2025, a magnitude 5.0 quake struck Culberson County. A 4.7 mag tremblor followed 3 days later in the same area. In this report see relevant analysis and data plus an invitation to join us in discussion about the implications of this seismicity… There’s a lot more to …

As we continue to process and digest last week’s year-ahead survey results we spent some time going over the open-ended responses…. 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 …

We look forward to meeting up with industry friends next week in San Antonio for the biggest frac sand conference of the year. Our team is chairing two important panels:   Shale Outlook Panel (11/19, 11am)  • Joseph Triepke, Lium Research • Hayden Gillespie, Iron Oak Energy Solutions • Marcus …

A Mag 5.1 quake in Midland last night was felt by thousands and the epicenter was in the heart of Midland Basin disposal well territory. In this report, read about it, see data, and plan to join us at an upcoming industry event to address the situation: There’s a lot …

We look forward to meeting up with industry friends next week in Houston for a wet sand market discussion. Here’s an update on the state of play in wet sand and a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the …