3Q17 Highlights We shipped 27 newsletters during the third quarter. Our open rate averaged 60%. Based on analysis conducted by our email service provider, e-newsletters in our category average an open rate of 15-25%. Here is the newsletter that readers found the most intriguing: 2 New Permian Mines, M&A Mistake, …

We share a peek at trucks waiting on frac sand sent into us by a reader in the Permian Basin. 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 …

Here’s what you need to know about the latest rumor moving through the Permian Basin sand mining sewing circle. 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 …

Context and thoughts on the Borr / Schlumberger announcement. 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 has expired, please email …

Here’s what you need to know about the rumors that Unimin is buying Fairmount Santrol. 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 …

Want to know what a ton of frac sand is going for in the Permian spot market? Want to know what could cut 30% of trucking capacity out of the market? Want to know what has everyone in the oilfield on edge these days? Want to know what people expect …

Last quarter, RigUp contributed one of Infill Thinking’s most popular guest posts to date, sharing their views on trucking rates and demand and quantifying the addressable market for hauling for the first time. So we asked them to follow that up in this Friday guest post with a look at …

We are tracking 19 new frac sand mines worth 70mmtpa in the Permian Basin. We know where all but one of them are. We got some indication that the mystery site is moving forward this week, but we still don’t have a location… There’s a lot more to this story… …

The largest frac sand industry conference begins today (Wednesday 9/27) in Houston. And as the industry’s movers and shakers gathered over breakfast this morning, a leading sand producer dropped the news of their second planned facility in the Permian Basin derailing who knows how many conversations… Here’s our quick thoughts …

The US land rig count peaked most recently on August 4, 2017. Since then, it is down 21 rigs and down again slightly this week. Without the Permian Basin, it’d be down even more. There’s a lot more to this story… Login to see the full update…  To read this …