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Tag Archives: leases

The Beginning Of An Asymmetric Frac Sand Mining Recovery?

November 2, 2020 Infill Thoughts

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Not So Fast My Friend… Resistance To A Sand Producer’s Plan To Walk Away From Thousands Of Cars

July 23, 2020 Quick Thoughts

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Loaded And Abandoned. Stranded Sand Could Be The Next Big Twist In The Frac Supply Chain Story…

June 15, 2020 Thinking Ahead

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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