In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »An Industry Full Of Companies “Focusing On What We Can Control” [Chart Of The Day]
After about the sixth management team this earnings season said “we are focused on what we can control” we decided to spend a little time thinking about… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »13 Interesting Things We Read Last Week That Are Relevant To Frac Sand
We’ve been reading alot this week. We’ve also been curating a recap of items we read with the highest impact value for the frac sand supply chain. Enjoy… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A Potential Clue About SandBox’s Next Move. And If This Is Their Next Vertical… It’s A Hot One
We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Notable People On The Move In The Oilfield Service Business [6 Recent Talent Shifts]
Talent is shifting. And it’s doing so with implications for value, trends and competitive dynamics. Here are the moves you need to know about… 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 …
Read More »Micro Proppant, HHP Orders, Direct Sourcing Details, Deflation, Majors In Shale, and Other Interesting Market Intel Tidbits This Week [Top 10 List]
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 …
Read More »An Underappreciated Metric Worth Watching This Earnings Season As Sentiment Has Shifted [Chart Of The Day]
Check out an underappreciated financial statistic that we think is important to monitor into the upcoming earnings season as a sign of industry health. 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 …
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