Tag Archives: supply chain

Today we examine data on supply trends in frac 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 Thinking, or your membership has expired, please …

A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …

Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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 …

Thoughts on buyer behavior in frac supply chain – take the win, don’t turn it into a pyrrhic victory! 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 …

Math to illustrate why quality carriers are dropping out of the frac sand market. 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 …

New datapoints extend a trend we warned about a couple months ago… 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 …

Info on a new M&A deal in frac 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 Thinking, or your membership has expired, please email …

More context for frac supply chain risk after recent regulatory changes around species protection… 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 …

This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …

We look forward to meeting up with industry friends next week in Houston for a wet sand market discussion. Here’s an update on the state of play in wet sand and a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the …