Tag Archives: market

A round up of interesting happenings and developments in the frac world… 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 …

Several talking points in the E&P narrative this week stood out… 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, …

Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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 …

This week’s pumping commentary analysis 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 …

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 …

One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days. We understand – the subject matter is indeed depressing. Recent newsletters haven’t been easy for us to ship, for we know that our writings reflect the pain …

In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

US Silica reported better than expected 3Q17 and a very strong outlook for 2018 Monday evening. Tuesday morning on the conference call, we recorded market insights on SandBox, West Texas capacity, updates on US Silica’s Crane & Lamesa plants, 2018 overall demand, contracting activity, the outlook for Northern White, among …

Last week, more than 75 oilfield executive presented their outlooks at the Barclays Energy-Power conference in New York. We thumbed through all the transcripts to extract the most interesting new insights on the frac sand market. We glossed over pedestrian talking points, capturing only new and interesting stuff that we …