Tag Archives: frac sand

Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …

Going once, going twice… 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 current …

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update…  To read this update and …

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, …

What does the future hold for the depressed local sand market out West? We blow the dust off our crystal ball and leverage some intel from our premium data service to try to provide some context here… There’s a lot more to this story… Login to see the full update…  …

Similar to another completions player a few days ago, another sand producer has come out with some revealing financial disclosures… And this one appears to have skirted a liquidation event. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

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 …

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 …

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 …