Latest Thoughts

A 2nd Permian Basin Sand Mine Flips On The Switch

In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

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US Land Drillers Aren’t Sweating The Rig Count Dip

During the third quarter, the US onshore rig count trajectory has finally leveled off. We wrote about the stall a couple weeks ago in this update.  Speaking at an investor conference last week, two leading land drillers shrugged off the industry-wide rig count stall. See what they said in the …

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DUC Hunting Season Returns [Guest Post]

When I first met Todd Bush, he was laying the groundwork for the research firm he co-founded in 2012, Energent Group. Even back then when his databases and software were in their early stages of development I recall being impressed by the granularity of the charts and output he was generating. …

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Bulletproofing Black Mountain – A Look Behind The Gate

Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… To read this update and receive our research newsletters, you …

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All Of Our Permian Field Trip Quick Hits Organized By Topic

Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around …

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In The News & On The Road…

In The News: Marfa Public Radio Interview Infill Thinking founder Joseph Triepke was recently interviewed by Marfa Public Radio for a feature piece on the West Texas frac sand mining rush. The piece was published on Monday August 14, 2017. Listen below, or check out the full piece here. https://www.infillthinking.com/wp-content/uploads/2017/08/FRAC-SAND-feature-generic-final-WEB.mp3 …

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Reader Response To The Latest Permian Mine News

We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …

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Schlumberger Enters The West Texas Frac Sand Mine Race

This news elevates the West Texas frac sand mining rush into a whole new stratosphere. It just went from something frac sand specialists were very focused on to something everyone will be focused on. The little sand dune mining story just went mainstream folks. At Infill Thinking, we’ve been covering …

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