What happens in the Permian makes it to the Infill Thinking newsletter, especially when we drive 1,200 miles across the basin in two days gathering intel for readers! Check out an update on a sand plant in this post. There’s a lot more to this story… Login to see the …
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US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »
US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »
US Silica provided their 1Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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A telling photo from the field as well as 7 quick takeaways from US Silica’s conversation this 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 to …
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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 …
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Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update… …
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US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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For over a year, we’ve heard all the reasons why the 23 planned in-basin sand frac sand mines in West Texas won’t get built (or why they will be delayed into perpetuity). We submit the conversation needs to change from construction risk to production risk. It’s time to change the …
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Infill Thinking Lifting the O&G knowledge curve
