This morning both Chevron and Exxon hosted conference calls. These are our key takeaways… 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 …
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Hi-Crush Rolls Into Frac Sand’s Final Frontier With Mobile-Mini Plant Division Launch
Since we first published this in-depth primer on Jan. 17, 2020 about the “in field” frac sand mining opportunity, the industry’s public conversation about mobile-mini plants has gone from zero to sixty in a heartbeat. We have begun to hear directly from other first movers with their own mobile-mini plant concepts. These solutions …
Read More »Member Meetup Tuesday In Houston
Hundreds of oilfield decision makers came to our member meet-ups in 2019 (these are included with your subscription). Will you be there when the industry’s smartest minds and leading executives gather again with us in 2020? Login to get the details on our first gathering of the new year and …
Read More »From Late-2019 Strength To Early-2020 Strength For Permian Permits
From strength to strength in January for this important West Texas drilling activity indicator.. 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 …
Read More »The Miniaturization Of In-Basin Frac Sand Greenfield Expansion [Chart Of The Day]
With the days of large-scale in-basin mine construction vanishing, we wonder if the miniaturization trend this chart reveals is a precursor to the rise of mobile-mini plants? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Greenfield News – More Bakken Local Sand Plans In The Works
A new entrant sand miner launched last last year is quickly advancing a brand new local frac sand mine project for the Bakken through the local permitting process in North Dakota. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Rolling Stone Blasted By O&G Trade Group After Hit Piece On “Hot” Oilfield Water
Sustainable business models in oilfield water management will be a hot topic at The Oilfield Water Markets 2020 Conference coming up this May in Dallas. We’ll be there and hope to see many of you there… The Rolling Stone feature story on oilfield water that we flagged for our readers …
Read More »10 Oilfield Water & Frac Sand Specialists On The Move
In this asset-intensive business, talent shifts are often ignored. But people matter. Talent shifts affect how business is done and competitive advantage, and here are ten moves that matter for how business is done in the sectors we cover in early 2020… There’s a lot more to this story… Login …
Read More »A “Quadfecta” Of Bold Last Mile Step-Change Promises – Any Of Which Could Upset The Apple Cart
A quadfecta is a set of four events. The following four items aren’t really events yet, they are futuristic concepts that we know some very smart folks with various levels of access to capital are looking at and working on at the moment. Whether any of these (or a combination) …
Read More »Sandemonium Has Died Down, But Pockets Of NPT Remain Problematic
The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… There’s a lot more to this story… Login to see the full update… …
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