Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. 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. …
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San Antonio Sand Conference Takeaways
We very much enjoyed interacting with everyone in San Antonio for the Petroleum Connection’s sand conference this week. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here this week. There’s …
Read More »Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Here’s What We Know About The Newest Frac Sand Entrant After A Sit Down With The PB Materials Management Team
We had a chance to get to know the latest new entrant in the Permian frac sand market a little better. Here’s what we learned… 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 …
Read More »Boots On The Ground Update Confirms New Midland Mini Mine Operations
Over the past month or two, we’ve been writing about a new mini frac sand plant in the Midland Basin. Although we haven’t been able to get into contact with the plant’s owners, we have managed to… There’s a lot more to this story… Login to see the full update… …
Read More »How Much Sand Will EOG Need In Their New Appalachian Play? Who’s Frac’ing For Them & Where? We’ve Got Some Answers…
EOG’s entrance into the Appalachian market could help to tighten proppant market conditions in a railed sand stronghold. 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 …
Read More »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 …
Read More »10 Friday Follow Ups: In-Field Mine News, Damp Sand Trends, H2O M&A, Minions, Debris Fears, Permian Oil Oops, OCTG, & More…
Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here… Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were …
Read More »A Couple Thoughts As Permian Proximity Mines & Wet Sand Get Mainstream Attention
A big article on wet sand and “mini-mobile mines” in the press this week drove inbound from Infill Thinking members seeking data clarification on the trends. Some context on mobility and adoption rates / volume is needed here… There’s a lot more to this story… Login to see the full …
Read More »Minions On The Wellsite? Another New Storage System Emerging From Canada
New last mile system spotted… 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 us to discuss our …
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