After reporting last week that Black Mountain has sold… 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 »First (And Now Only) Utah Local Sand Project Crosses Into New Terrain
There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »5 Quick Tuesday Followups: Why ESG Matters, Utah Sand Update, Last Mile Capex Datapoint, E&P M&A, & Crude’s Nasty Reversal
In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered. We are sharing these followups in the five-point list below: There’s a lot more to this story… Login to see the full update… To read this …
Read More »In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 »In The Hurricane’s Eye – A Frac Sand Market Update & Datapoint Roundup
The best analogy we can think of for the frac sand market at the moment is that it is smack dab in the middle of the eye of the hurricane. In strong tropical cyclones, the eye is… There’s a lot more to this story… Login to see the full update… …
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