Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around the new frac sand mining trend and logistics. All of our takeaways are shared with subscribers in this update, which is organized by topic as follows:
- Contracts, Customers, Sales, And Marketing
- Supply / Demand Factors And Grades
- Market Intelligence Gathering
- Labor
- Construction, Reserves, And Equipment
- The Dune Sagebrush Lizard
- Trucking, Highways, And Other Non-Mine Stuff
- Water
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