Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …

Calling all San Francisco Infill Thinking members: we’d like to buy you a mid-morning coffee / bite, shake your hand and chat oilfield trends with you. We are hosting our next reader meet-up event in the Bay Area this coming Monday. This will be our 5th member appreciation event of …

In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …

Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …

After recent requests from members, we’ve created several different looks at the geographical distribution of Mid-Con frac sand production sites on various maps. Members are welcome to download maps in pdf form. There’s a lot more to this story… Login to see the full update…  To read this update and …

Apline Silica today confirmed two previous Infill Thinking reports via a press release on their new projects. Previously On Infill Thinking: March 28, 2018: By way of an open records request filed back in March, we learned that Alpine Silica had initiated the permitting process on a new frac sand …

Last week, Emerge Energy Service subsidiary Superior Silica Sands posted a cryptic capacity cliffhanger announcement on LinkedIn. In this update, we speculated that this might be Mid-Con expansion and a press release could be coming as early as this week.  This is exactly what happened… There’s a lot more to …

We caught up this week with Jason Holton, CEO of Omega Sands. Omega is a new entrant frac sand producer focused on a 1Q19 Mid-Con launch. Omega Sands has been flying under the radar planning their frac sand industry debut in Oklahoma… until now. During a phone conversation Monday afternoon, …

This is the second installment in our Research Rewind Series.  Rewinds aggregate our long-shelf life work on hot topics, providing comprehensive and thematic perspective. In our first installment, we looked back at the Permian Basin frac sand trucking situation. This week, we take a look back at the region where the frac sand …

One month ago, Infill Thinking predicted that two to three more planned Mid-Con frac sand plants would be identified soon (see last section here). Since that prediction, three new plants have come to light. These include: There’s a lot more to this story… Login to see the full update…  To read …