Quick Thoughts

After attending the big water conference in Cow Town this week (key themes recap), we are back in Ft Worth again next week for the “Super DUG” trade show. We look forward to seeing many of you there, and will have a recap of takeaways next week. Here are 10 …

We digested new datapoints from ProFrac 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 us …

How busy are sand mines these day? Very busy! 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 …

A second E&P has adopted a fascinating novel approach to wellsite sand storage… 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 …

Our public record mining reveals that another new entrant might be entering the frac sand supply stack soon… 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 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

After years of talk, there’s action on local sand in Colorado. We wrote about it a month ago and now E&P early adopters are starting to talk about it too… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

US Silica provided their outlook and some big new disclosures 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 …

E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …

NexTier’s CIG acquisition last year looks likely to be followed by another vertical integration acquisition in the supply chain… 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 …