In the pithy bullet points below, here’s what all frac supply chain folks should know from US Silica’s remarks on their earnings call this 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 …
Read More »Schlumberger’s Outlook For The US Completions Supply Chain [5 Things To Know In A 5-Minute Read]
In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 …
Read More »Hi-Crush Says Unbundled E&Ps Buy 33% Of Their Total Volume [5 Conference Call Bullet Points]
On Tuesday, Wednesday, and Thursday, three large frac sand companies hosted 1Q18 conference calls. Because most Infill Thinkers are too busy to study everything said, we are boiling down each call into a handful of key points that really matter. Here are the Hi-Crush bullet points, stay tuned for Emerge Energy …
Read More »A Self-Proclaimed “Sand Snob” Laughed At The Regional Sourcing Trend Six Months Ago. He’s Not Laughing Anymore…
The customer is always right, and here is what they are saying about the frac sand they are buying. 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 …
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