We examine data on the outlook for completions in 2H24… 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 »Pressure Pumpers Step Up Rebundling Pressure
We talk through some of the latest bidding strategy we are hearing about from industry checks… 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, …
Read More »Compare And Contrast – Sales Trends For The Bankrupt Proppant Providers
Who is taking market share during bankruptcy? Here are some clues… 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 »Navigating A Tough Market With Advice From An NFL Legend [Friday Guest Post]
Our guest post this week comes from the Fort Worth desk of Paul Shearer. His post is our second guest contribution this month that comes from a frac sand specialist on the open market who also majored in journalism. That’s an Infill Thinking Friday guest post series first, and it …
Read More »The Last Brady Frac Sand Mine Standing Will Rebrand To Focus On Industrial End Markets
Market intel on the Brady frac 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 has expired, please email …
Read More »The Rig Hands Guide To Sales Success [Friday Guest Post]
In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …
Read More »Hi Crush Quick Take: Sales And Volume Charts, Kermit Update, Coarse Reclamation
Quick take after Hi-Crush released earnings this afternoon. 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 …
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