Following through on something that resonated with us in our recent Permian travels… 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 »Permian Field Trip – Sand Mine Notes & Photos From The Road
We traveled into the heart of the Permian to see what we could see 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 Infill Thinking, …
Read More »Permian Field Trip – Frac Crew Trends, Notes & Photos From The Road
We traveled into the heart of the Permian to see what we could see 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, …
Read More »See You Tomorrow In Houston! Some Thoughts Headed Into Petroleum Connection’s Sand Conference…
This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …
Read More »A Utah Mine On The Move…
We dig into reader questions about whether a mine datatpoint is a move or incremental capacity… 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 »Haynesville Local Sand Supply Update [DATA ALERT]
This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… Not a data client of ours yet? Check out this video to learn more about our enhanced subscriptions… There’s a lot more to this story… Login to see the full update… To …
Read More »“Area 51” Has Opened – Following Up With Haynesville Damp Sand Pioneer On Expansion
This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year… There’s a lot more to this story… Login to see the full update… To …
Read More »A Permian Local Damp Sand Mine Is ReOpening For Business Monday With A New Go-To-Market Strategy…
We share company specific details after catching up with another private frac sand company’s management team. 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 »High Roller Sand Is Rocking In The Permian [Site Visit Notes]
In this update, we share key takeaways from our recent visit to High Roller Sand’s flagship Permian mine. 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 »There’s A New Wellsite Silo Player In The Permian… We Drove By Their Four-Pack & Caught Up With Management To Learn More…
Always fun to see something new on a field trip.! We drove by the first deployment of a new wellsite sand storage system in the Permian during Jan 2025… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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