Latest Thoughts

Preferred Sands Confirms Commitment To Build Two Permian Plants, Shoots Down Oilfield Speculation Of A Cancellation

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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

Read More »

A Step Closer To “OneJackup” As Schlumberger & Borr Formalize The First Performance-Based Offshore Drilling Rig Model

Context and thoughts on the Borr / Schlumberger announcement. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

Read More »

Some Initial Thoughts On Reports That Unimin Is Buying Fairmount Santrol

Here’s what you need to know about the rumors that Unimin is buying Fairmount Santrol. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

Read More »

The 6 Ws Of Permian Basin Frac Sand Mining [Slide Download]

Infill Thinking founder and principal research analyst Joseph Triepke will present an overview of the Permian Basin frac sand rush as part of a panel including senior executives from three Permian sand producers. The presentation will be delivered Thursday morning September 28, 2017 in Houston. In this update, subscribers may …

Read More »

A 2nd Permian Basin Sand Mine Flips On The Switch

In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

Read More »

US Land Drillers Aren’t Sweating The Rig Count Dip

During the third quarter, the US onshore rig count trajectory has finally leveled off. We wrote about the stall a couple weeks ago in this update.  Speaking at an investor conference last week, two leading land drillers shrugged off the industry-wide rig count stall. See what they said in the …

Read More »

DUC Hunting Season Returns [Guest Post]

When I first met Todd Bush, he was laying the groundwork for the research firm he co-founded in 2012, Energent Group. Even back then when his databases and software were in their early stages of development I recall being impressed by the granularity of the charts and output he was generating. …

Read More »

Bulletproofing Black Mountain – A Look Behind The Gate

Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… To read this update and receive our research newsletters, you …

Read More »

All Of Our Permian Field Trip Quick Hits Organized By Topic

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 …

Read More »

In The News & On The Road…

In The News: Marfa Public Radio Interview Infill Thinking founder Joseph Triepke was recently interviewed by Marfa Public Radio for a feature piece on the West Texas frac sand mining rush. The piece was published on Monday August 14, 2017. Listen below, or check out the full piece here. https://www.infillthinking.com/wp-content/uploads/2017/08/FRAC-SAND-feature-generic-final-WEB.mp3 …

Read More »