It’s hard to believe, but the fourth quarter is now less than 2 weeks away. We think through some important frac market trends as we head into it… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »7 Frac Sand Quick Hits: People, Power, Prices, Production, Processing…
Our desk is churning out the research this week full steam ahead… 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 »Friday Followup: Digging A Little Deeper On A Utah Sand Miner
We dig into a recent question about a mine 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 member. If you are new to Infill Thinking, or your membership has …
Read More »Sand Hauling Carrier Trends [Data Alert]
Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »In Other News… A Closure In Frac?, New Last Mile Headache, Will Trucking Turnaround, Off-Grid Power BOOM, Carrier Exits, People, & More…
Our desk is churning out the research this week full steam ahead… 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 »Will Texas Honestly Address Texas Westmoreland Coal or Bury Their Heads in Frac Sand (or some other “Solid Materials”)? [Expert Guest Post]
Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change put forth and then delayed and then paused by the government… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Latest Frac Sand Market Outlook From Atlas: Tough Sledding, But Taking Market Share
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 »In Other News… Water Ruling, M&A Closure, Data Lag, Sand Traffic Anecdote, RFP Season Preview, Simulfracs, Supersand, Supermajor Spats, & more…
Our desk is churning out the research this week full steam ahead… 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 »Frac Fleet Efficiencies Hovering At All Time Highs [Chart Of The Day]
With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 …
Read More »Now That’s A Big Old Sand Pile! Two Quick Frac Updates From The Land Down Under
Now that’s a big old pile of sand! 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 …
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