Tag Archives: earnings season

Real-time takeaways – what you need to know as Covia speaks this morning… just the points with read-through for the industry… We live-blogged this conference call. 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 …

Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update…  …

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… 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 …

What do you expect during frac sand earnings season? Here’s what we 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 Thinking, or your membership …

Covia management is hosting their 3Q18 earnings conference on Wednesday morning. 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, …

Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 …

US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

We live-blogged our key takeaways from the Halliburton earnings call on Monday morning. 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 …

On Tuesday, Wednesday, and Thursday, three large frac sand companies hosted 1Q18 conference calls. Because most Infill Thinkers are too busy to study everything said, we are boiling down each call into a handful of key points that really matter. Here are the Hi-Crush bullet points, stay tuned for Emerge Energy …

We have sorted through 1,000+ pages of E&P conference call transcripts to come up with the most important things customers are saying about frac sand. 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 …