Tag Archives: frac sand

Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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 …

The “Summer Of Restructuring” continues in frac sand. This week, we identified a third Chapter 11 filing in the space… 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 …

Shale Support filed Chapter 11 last Thursday. In our coverage at the time, we noted they would not be alone in the bankruptcy camp for very long. We admittedly didn’t know they’d have company quite this fast though… Yesterday in bankruptcy court… Login to see the full update… To read …

At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our membership roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. We are also very aware of what the key debates …

Restructuring continues in the frac sand industry, claiming another sand producer this week. Per the bankruptcy filing, the company owes total debts of… Details in the full report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

Here with the third quarter of 2019 only about a week old, we are pausing to take a look back at 10 key themes that threaded through our research over the past 3 months. 1. Infill Thinking’s Oilfield Water Coverage Reached Critical Mass. While continuing to devote plenty of research …

During 2Q19, the Infill Thinking research team: published 106 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members co-hosted the industry’s first Oilfield Water Finance conference and spoke at the SPE Permian Symposium, both in Houston conducted site visits and …

We take you deep inside the 1s and 0s of another frac sand last mile software platform as our Silica Valley series rolls on. 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, …

After learning about a new system’s arrival in the US from industry sources, we caught up with the management team behind the deployment. We have learned the following information about this new Lower 48 deployment: Login to see the full update… To read this update and receive our research newsletters, …

We believe that new gen supply of wellsite frac sand storage systems climbed above demand for the first time in late-4Q18. Long time readers may recall this deep dive analysis from September 2018 outlining the new gen growth trajectory and coming inflection. Here’s what’s new since then… Login to see …