Tag Archives: frac sand

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, …

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 …

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 …

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, …

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 …

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 …

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 …

Back on March 9, 2020, we wrote in the last sentence of this update: There comes a point in every oilfield cycle where things get Darwinian, and in this downcycle, that time is now. We own our mistakes, and the above point missed the mark on two fronts: i) early timing, …

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …

There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… 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. …