While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …

In the world of consumer products the buying experience is often influenced by emotion. For example, if my mother always bought a particular brand of mayonnaise then it’s likely I will buy the same brand as I have an emotional attachment. It’s not likely that anyone ever bought barite or …

The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …

Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In this update, we share feedback from local sources on the latest townhall meeting hosted by a mining company working on building a new frac sand plant in northwestern Oklahoma. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

A couple weeks ago in Fort Worth, we noticed that a particular topic related to the logistics of Permian dune sand seemed to be coming up more frequently in the industry discourse. It’s an idea we’ve all heard talked about since the first local sand mine popped up in Kermit …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment… 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 …

Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update…  …

The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …