The wait is over to see who one of ProFrac’s M&A targets is. 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 …
Read More »Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Developing news about a big issue for the Eagle Ford sand supply stack… 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 …
Read More »Chatter In Frac Sand Deal Rumor Mill Reaches New Heights
Chatter about potential deals is heating up… 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 …
Read More »Frac Sand & Oilfield Water M&A Rumor Mills Each Heating Up
Chatter about potential deals is heating up in two of shale’s critical path functions… 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 …
Read More »A Dozen Frac Supply Chain Quick Hits
We are picking up some interesting chatter in the frac 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 to Infill Thinking, or your membership has …
Read More »Eagle Ford Sand Buyer Pain Returns After A Breather In 2Q…
The Eagle Ford this year has been hot and cold at various points in time. Currently, it’s hot… here’s what we are hearing! 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. …
Read More »Before… And …After. Tight Oil Thesis Testing In Ft. Worth This Week
This week, we attended the large oilfield conference in Ft Worth. We walked in with 7 key themes in mind and tested these in conversations with industry contacts at the event. Here is what we learned about the tight oil narrative for 2H22+… There’s a lot more to this story… …
Read More »Eagle Ford Sand Buyers Face More “Pain At The Gate”
Today we follow up on a series of recent reports on Eagle Ford sand market chaos (including this one from mid-March and this one from early-April) with the latest crazy datapoints… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The Eagle Ford Sand Situation Is Getting Worse Before It Gets Better
About three weeks ago, we penned this report on the challenges of finding sand in the Eagle Ford shale, a basin that is near the top of the U.S. shale plays for drilling activity increases so far this year. Here’s what’s new… There’s a lot more to this story… Login …
Read More »Sand “Rationing” In South Texas As Eagle Ford Proppant Market Swings Into Undersupply
South Texas frac sand market has taken a turn for the worse if you are buying 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 …
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