Sand market takeaways we learned from the latest Atlas earnings report… 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 »The “Sand Slinger”… Plus 8 Other Things E&Ps Said About Sand Just Now
This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Oilfield Fire In The Midland Basin Near A Simulfrac This Weekend
Cross-referencing the blaze coordinates with our well database, we found 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 …
Read More »The Permian Earthquake Trend Was Doing So Good Until Misbehaving In June [Chart Of The Day]
Water matters. Alot. Here’s some key data analyzed as you think about flow assurance (and completions demand) in the biggest oilfield in the 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 …
Read More »Ultrafine Microproppant vs. Raw Sand Is Not A Zero Sum Game… In Fact, It Might Be Just The Opposite!
Raw sand guys like it when E&Ps pump raw sand, but they might like it when E&Ps pump this specialty product too! 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. …
Read More »Takeaways From Our Industry Conversations In Fort Worth This Week
This week, we caught up with quite a few industry friends in in Ft Worth. 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 …
Read More »Atlas Talks About Permian Sand Downturn
Sand market takeaways we learned from the latest Atlas earnings report… 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 »Permian Frac Sand Consolidates Further With Iron Oak / High Roller M&A Deal [Analysis]
A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Atlas Conveys 2025 Outlook
Sand market takeaways we learned from the latest Atlas earnings report… 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 »Last Week’s Freeze Was Another Non-Event For Permian Sand Suppliers
Last week we previewed severe cold weather in the Permian here. We’d be remiss not to follow up, even though… 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 …
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