Tag Archives: vertical integration

A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more …

What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we discuss… 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 …

As M&A rumors swirl, we take a look at some recent disclosures that offer some interesting clues about future announcements… 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 …

What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update…  To read this update and …

Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big one folks. There’s a lot more to this story… Login to see the full update…  To read this update and …

Eagle Ford local sand update. 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 …

Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …

Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In this data-intensive report in our Out Think series, we take an in-depth look at the growing trend of direct sourcing and frac supply chain unbundling. In This Report You Will See: Why More Operators Are Moving To Self-Sourcing A List Of Which Operators Are Self-Sourcing How Much Sand They …