In addition to in-depth updates published on Infill Thinking this week, some quick hits crossed our desk from contacts in the field and are worth a quick 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 »M&A Talk Dominates Smart Sand’s Latest Proppant Market Outlook
In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …
Read More »Topical And Timely Frac Sand Disclosures By E&Ps & Pumpers [Listening To The Customer]
A bunch of buyers are talking sand. Here’s what they are saying… 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 …
Read More »US Silica’s Latest Frac Sand Market Outlook
In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …
Read More »Sanding Fracs Is Getting Easier But Still Not Easy
It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update… To …
Read More »Texas Frac Demand Constrained By Frac Sand – A Headline That Was Unimaginable In 2020, But Here We Are!
As of Thursday Feb 25, frac demand is… 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 …
Read More »Texas Sand Crunch – Permian Gas Delivery Is Back, But Big Challenges Remain
While an earlier than expected reinstatement of dryer fuel is a positive for sand supply, the Texas local sand production situation is still anything but normal. 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 …
Read More »Research Recap: Frac Supply Chain Disorder In 2021
As January has turned to February, the dual completions bottlenecks of tight sand supply and tight trucking remain hot topics in the oilfield business. At Infill Thinking, we’ve published 14 updates on the frac friction this situation has caused so far this year (well, 15 updates if you count another …
Read More »2021 Frac Bottlenecks: Updates On The Sandemic & Tight Trucking Situations
It’s Tuesday February 9, 2021, and frac sand and the hauling thereof are still tight. Here is the latest intel from our channel checks on the ongoing frac supply chain tightness: There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »What Are Permian Frac Sand Mines Worth?
It’s common knowledge that tax assessed values don’t always line up with fair market values. That being said, we recently went digging in the tax rolls and what we found was pretty interesting. Check out mine-by-mine values and observations here… There’s a lot more to this story… Login to see …
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