This year, sand producers are mostly demonstrating a focus on returns and capital discipline over growth. This behavior mirrors what we are seeing in E&P and drilling and completions. We discuss how this is translating into pricing, supply and demand fundamentals and provide numbers in this post. There’s a lot …

In today’s data exercise, we reflect on some Q3 activity growth data trends. 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 …

On Wednesday, Oct. 5th, we spent the day with the water midstream industry at the Houstonian… here is some of what we learned. CONFERENCE WEBSITE> 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 …

On Wednesday, Oct. 5th, the who’s who of the water midstream and produced water sectors will converge at the Houstonian Hotel for a day of networking and knowledge sharing. We are excited to be participating and look forward to seeing many of you there. The delegate list is full of …

There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

About 5 weeks ago, we wrote about a rumored new sand plant in the Midland Basin. Here’s the latest… 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 …

In today’s data exercise, we think ahead about the outlook for 2022 in shale… 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 …

As in-field frac sand mining proliferates around Midland, sand traffic is declining. In this post we do some math on how much… 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 …

By The Stats – Membership Resources Provided During 3Q22 In the 90 days ending Sept 30, 2022, the Infill Thinking research team: published 67 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …

In today’s data exercise, we ranked all the Permian Basin counties by sand demand and we share the top five in this update… 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. …