In this report, we the few takeaways we had from industry conversations we had in Fort Worth this week. 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 …
Read More »Latest Thoughts
Kermit Frac Sand Fatality
This is the kind of update we hate to write. 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 »2 Regulatory Updates In Frac Sand Land: RCS & DSL
In this report, we share some regulation thoughts… 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 …
Read More »Smart Sand’s Latest Market Outlook
Market takeaways from an NWS leader are covered in this report… 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, …
Read More »In Other News… People Moves, Ft Worth Topics, A New Pile, Sand Contract Nugget, 4-Mile Sand Placement, & More…
7 quick (but big) items caught our attention in the frac supply chain this week… 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 …
Read More »+1 Permian E-Fleet Prompts Quick Thoughts On The “ESG-Fleet” Recapitalization
This week, we share some e-fleet thoughts… 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 …
Read More »ProFrac Read Through For Frac & Sand
ProFrac earnings this week were met with applause on Wall Street. Here we look into the key points for OFS and E&P folks. 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. …
Read More »Rigs & Crews By Operator [PUBLIC E&P PROGRAM NOTES]
Who’s working what where? 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 current …
Read More »5 Key Takeaways From The Biggest U.S. Produced Water Executive Conference Of The Year
Water market takeaways we learned from attending the best conference for produced water in the U.S. of 2024 earlier this week… 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 …
Read More »1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 …
Read More »Atlas Moves One OnCore Mine And Orders Another. Also Provides Updates On The Fire, Conveyor, Pricing, & More…
Sand market takeaways we learned from the latest Atlas earnings report… 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, …
Read More »Quick Hit Frac Market Takeaways From NexTier And ProPetro
This week, we digested updates from two large frac oufits. 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 »Produced Water Industry Conference Preview – Who’s Coming Plus 10 Key Themes
Next week, we will participate in the largest oilfield water management executive conference of the year. We encourage you to join us – if you are an OFS provider, this is one of the hottest issues your E&P customer are thinking about right now. Here is the conference information …
Read More »An Interesting Plant Operator Change To Go Along With Eagle Ford Sand Trends [DATA ALERT]
This week, we have an update on local sand mining activity… 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, …
Read More »5 Frac Supply Chain Quick Hits: Proof Is In The Pile, Singed But Shipping Again, Big Week For E-Fleets, Oilfield Inferno Trend, & more…
Quick hits to catch you up to speed on interesting completions supply chain datapoints. 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 »What Did Apollo Pay For U.S. Silica’s Frac Sand Business?
Data driven context as we continue to think through the big frac sand M&A deal announced last week. 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 »Permian Local Frac Mine Activity Trends [DATA ALERT]
This week, we have an update on local sand mining activity… 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, …
Read More »U.S. Silica Frac Sand Market Position [Charts Of The Day]
Data driven context for the big frac sand M&A deal announced today. 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 …
Read More »Sand Production Trends By Region As We Analyze 1Q24 Lower 48 Mine Activity [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »As The Permian Shakes, There’s Less Than 2 Weeks Until The Main Event Of The Year In Produced Water – Join Infill Thinking There!
With headlines about induced seismicity like this one this week in the Midland Reporter Telegram yesterday, water is a big issue for EVERYONE doing business in the Permian. Yesterday, there were 5 seismic events greater than 2.5 mag and up to 3.9 mag recorded in a 1.5 mile area along …
Read More »Apollo Is Taking U.S. Silica Private In $1.85bn Cash Deal
US Silica announces a huge deal this morning… 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 …
Read More »Halliburton Posts Seasonal Frac Rebound For 1Q24, But Acknowledges Downward Pricing Pressure
HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 …
Read More »Texas Local Sand Prices Low But Stable For A Couple Quarters Now [Data Alert]
In this data driven post, we discuss frac sand price trends… 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, …
Read More »Wet Sand Quick Hits – State Of Play Summary
We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand. … There’s a lot …
Read More »Frac Market Read-Through From Liberty As They Kicked Off OFS Earnings Season This Week
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… 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, …
Read More »Atlas Is Resuming Some Kermit Plant Ops Early Next Week
Infill Thinking was first to report on meaningful and unexpected news in the Permian local frac supply chain last weekend. Today we follow up with more details provided by the company. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »5 Days After The Sand Fire & Permian Market Seems To Be Handling It Well
Infill Thinking follow up report on the fire we broke news about last Sunday. 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 »48 Hours After The Fire, Here’s The Permian Completions Market Chatter We Are Hearing
Infill Thinking follow up report on the fire we broke news about on Sunday. 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 »Atlas Issues Statement On Kermit Plant Fire
On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 »Fire Confirmed At The Largest Permian Frac Sand Plant – What We Know Now & Real Time Updates
Infill Thinking is first to report on meaningful and unexpected news in the Permian local frac supply chain… 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 »Somebody Tell The Private E&Ps That Oil’s Almost $90! [Chart Of The Day]
Data driven context for drilling trends. 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 …
Read More »5 Big Picture Completions Market Takeaways From Houston Industry Conference This Week
This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …
Read More »Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]
First-of-a-kind analysis on Permian frac supply chain. 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 …
Read More »30 Days Until The Main Event Of The Year In Water Midstream – Join Infill Thinking There!
In about 30 days (May 8-9) at the Irving Convention Center, we’ll join hundreds of US oil industry leaders and investors to discuss one of the hottest topics in the oilfield – water management. In its fourth year, the widely anticipated Oilfield Water Markets Conference will dive into the evolving …
Read More »We Learned More About That New Martin County Frac Sand Plant [MAP]
Public record searches fill in some holes on a new sand mining location… 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 …
Read More »Discontent. Revolt. Walkout. Will Sand Haulers Go On Strike To Protest Rate Cuts?
For distressed last mile players, a last resort move might be in the works. 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 »In Other News… New STX Plant About To Open?, $90 Oil?, 2Q White Space, Cheap Dryers & More…
9 quick (but big) items caught our attention in the frac supply chain this week… 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 …
Read More »Last Mile Rate Sheet Woes Foreshadow Potential Sand Hauling Capacity Exits
Over the past couple weeks, our industry contacts have been buzzing about some… 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 …
Read More »Wet Sand Fracs – Growth, Value Chain Disruption, A Lot Of Airtime, And Controversy [Panel Preview]
We look forward to meeting up with industry friends next week in Houston for a wet sand market discussion. Here’s an update on the state of play in wet sand and a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the …
Read More »With 1Q24 In The Books, Here Is A Theme Summary Plus Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 1Q24 In the ~90 days ending March 31, 2024, the Infill Thinking research team: published 69 independent research updates, emailed 27 original Infill Thoughts newsletters to active members, conducted 2 Permian field trips to gather market intel regularly updated Lium Database Downloads …
Read More »Sand Pile Frac Jobs Faced Their Weather Nemesis Head On This Week
As the frac supply chain evolves, new risks manifest in wellsite operations. In this update, we discuss the interaction of … 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 …
Read More »Permian Local Sand Supply Update [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …
Read More »A Proppant Producer’s 2nd Damp Sand Plant Appears In State Records
Public record searches make good on an Infill Thinking prediction from a couple weeks ago, as we’ve been able to officially confirm a new mine that we’ve been anticipating… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Trends In U.S.A. Local Sand Supply Growth Part II – Capacity Adds Over Time
Analysis and context for sand supply growth trends… 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 …
Read More »A Sand Hauling Leader Goes All-In On CNG Fleet Recapitalization
We had a chance to learn about a cutting edge emissions reduction / cost out strategy in frac sand’s last mile. 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 …
Read More »Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day]
Analysis and context for US frac sand supply trends. 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 …
Read More »A New Permian Damp Sand Plant Preparing For Imminent Launch
We had a chance to learn directly from management about a new damp sand plant project we’ve been writing about from our own observations for a couple of months now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Chat About Frac Sand Strategy With Debt-Free Black Mountain’s C-Suite
Impressions, takeaways, and observations from phone time with Black Mountain Sand this week discussing their platform and latest strategic thinking in frac sand. 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. …
Read More »Where Will The Permian Pile Count Go From Here? [Pile Thoughts Part 2]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
Read More »How Many Damp Sand Pile Systems Are On Permian Pads Today? [Pile Thoughts Part 1]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
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