Covia management is hosting their 3Q18 earnings conference on Wednesday morning. 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 »New Details On An Eagle Ford Local Sand Project After Catching Up With Management…
We recently caught up with the management team behind a permit we found back in August to learn about this new Eagle Ford project. Login to learn exclusive details about this one in the full update… There’s a lot more to this story… Login to see the full update… To …
Read More »Analysis And Context On The Newest Unbundled Operator’s Supply Agreement
We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release, just insights to help put it in context. There’s a lot more to this story… Login to see the full …
Read More »Buyer “Quick Hits” That Matter In The Frac Supply Chain
In no particular order, here’s some stuff that matters about the frac supply chain… 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 …
Read More »Ouch! Last Mile Silo Strikes A Major Midland Bridge, Shutting Down Permian Traffic For Hours
Reporting on Permian traffic incidents is a full time job these days, one that is best left in the capable hands of local news pros. So we don’t typically share everything that crosses our monitor on this front. But this is a big, disruptive incident involving new gen well site …
Read More »Frac Sand Take-Or-Pay Contract Settlement Negotiations Intensify Amid Market Turmoil
Something Emerge Energy Services said about negotiations with contracted customers on their volumes this week stood out to us. 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 …
Read More »Is The Local Sand Rush Finally Ready To Pause In 2019? [Chart Of The Day]
As we prepare for a major Think Sheets release in the next week or so, we thought it’d be interesting to chart the appearance timeline of all the new mines that comprise the great frac sand rush of 2017/2018. There’s a lot more to this story… Login to see the …
Read More »The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways]
It’s earnings season and if your office looks anything like ours, you’re probably up to your eyeballs in reading material. So we’ll cut to the chase 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 »Initial Thoughts From San Antonio: 10 Key Points On The Big Picture
This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …
Read More »Halliburton Calls The Bottom, Sticks To Their Guns On Sand, & Peers Beneath The Surface To Unlock Pumping Value
Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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 …
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