We dug and dug and dug… and we dug up some estimates… 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 »Not Much To See Here In Monday’s Frac Sand Bankruptcy Hearing
Quick notes from yet another… 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 discuss our …
Read More »A Different Data Angle To Quantify The Permian Frac Crash [Chart Of The Day]
In this update, we break down an obscure data set – a second order effect of the frac crash – to produce fresh insights on the depth and velocity of frac market contraction in West Texas… There’s a lot more to this story… Login to see the full update… To …
Read More »Situational Awareness – 7 Short Briefs On Distressed Frac Sand Company Happenings
The future of the frac supply chain’s competitive landscape is being rapidly reshaped by restructuring activity. Maintaining situational awareness in multiple fast-moving cases is key. And 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, …
Read More »Here Lizard Lizard Lizard… DSL Rears Its Head Again, This Time Factoring Into Permian Sand Bids
While the press always has a field day with the lizard headlines, oilfield customers are paying attention to listing and habitat exposure. And so we are too! Here’s what’s happening a level deeper than the media headlines in today’s oilfield marketplace… There’s a lot more to this story… Login to …
Read More »What The Customers Are Saying… About Their Frac Sand
A great many analysts have opinions and prognostications. Forecasts for oilfield services are a dime a dozen. But who’s really listening to what your customers are saying? We are! And here’s what you should know about what they are telling investors about frac sand sourcing… There’s a lot more to …
Read More »US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20
US Silica hosted their 2Q20 call this morning. One thing that… 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, …
Read More »Foreclosure Sale At Big Last Mile Logistics Firm Will Likely Do Little More Than Change The Equity Structure
On Wednesday afternoon, several newspapers (including the Dallas Morning News and Houston Chronicle) ran a public notice regarding a foreclosure sale involving a large last mile logistics firm scheduled for mid-August. Here’s our understanding of this fluid situation… There’s a lot more to this story… Login to see the full …
Read More »Not So Fast My Friend… Resistance To A Sand Producer’s Plan To Walk Away From Thousands Of Cars
A noteworthy point of contention in a big frac sand bankruptcy came to our attention 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 »A Plan For Stranded Sand… Plus Some Eye Opening Frac Sand Financials
With multiple large scale frac sand producers in the relatively early stages of CH 11 bankruptcy proceedings, we spent Thursday morning combing through court records for new market datapoints. The search was fruitful… There’s a lot more to this story… Login to see the full update… To read this update …
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