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 …
Read More »Here’s What A Pet Coke Proppant Wellsite Looks Like [Notes / Photos From The Road]
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 …
Read More »Get Hosed! PropX Has Proven The Slurry System Works. Now E&Ps Consider Use Cases…
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 …
Read More »We Saw A Lot On The Road In WTX & NM This Week… Quick Thoughts Ahead Of More Details Next Week…
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 …
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