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 …
Read More »New Slide Deck On Oilfield Trends & Monthly Shale Activity [Data Alert]
Our data team shares a data tool for understanding consolidation. 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 …
Read More »In Other News… Costs To Follow Activity Lower?, 2H Calendar, EOG/Encino Nuggets, Oil Prices, OFS Catching A Bid, And Exxon’s LWP…
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 »Texas Decides All Frac Sand is Taxed [Expert Guest Post]
Expert perspective of great value as Texas E&Ps, pumpers, sand movers and miners navigate a big change… 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 …
Read More »ProFrac Sees The Pullback Starting Now…
What to know from ProFrac earnings last week … 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 …
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