Tag Archives: boots on the ground

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, …

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 …

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 …

In this update, we share a note from the road where we spotted something interesting… 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 …

We tagged along with a leading E&P during an industry-first frac supply chain prototype demo last week. Here is what we saw and thought about it… 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 …

We drove more than 1,000 miles over the past couple of days getting our eyes on Midland and Delaware Basin frac jobs, frac supply chain solutions, and sand mines. Our Permian tour included in-person meetings/tours and visual inspections spanning dozens of notable locations. Notably, we witnessed two major industry firsts …

  Our team will put a lot of miles on the truck over the next couple of days. We are traipsing all over the Permian, starting in the Midland Basin and traveling out in to the Delaware as well. Our PPE is packed and we are doing what we love …

This week we and about 300 other folks attended the biggest frac sand conference of the year. Hat tip to our friends at Petroleum Connection for bringing the industry together successfully once again. Infill Thinking founder Joseph Triepke and Lium senior analyst Alex Meleshko moderated two great panels at the …

We look forward to meeting up with industry friends next week in San Antonio for the biggest frac sand conference of the year. Our team is chairing two important panels:   Shale Outlook Panel (11/19, 11am)  • Joseph Triepke, Lium Research • Hayden Gillespie, Iron Oak Energy Solutions • Marcus …

We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …