In South Texas last week, we drove out to 13 local mines and 1 rail terminal. We went behind the gate with management teams for discussion and site visits at about half those locations. It was a busy couple days! Starting today, you’ll find the market intelligence we’ve gathered shared …
Read More »Here’s The Latest On The Last Big Louisiana Frac Sand Mine Under Construction
During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …
Read More »Firsthand Observations On The Marcellus Frac Supply Chain [Notes From The Road & Photos]
A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… Login to see the …
Read More »Permian Perspectives Part 5 – Last Mile & Wellsite Points
Our latest round of Permian market intelligence focuses on datapoints in frac sand’s last mile and wellsite handling market. 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 »Say You Want A Revolution? A 2019 Last Mile Logistics Growth & Innovation Story…
On a chilly Permian morning a couple weeks ago, we spent some time with the management team behind a new, rapidly growing last mile solution. This week, the team is mobilizing a game-changing new hardware competent, which we are able to break the news on today. Here is what we …
Read More »A Dozen Firsthand Observations From The Dune Sand Production Corridor [Permian Perspective Part 2]
Our series of takeaways from a week invested in the Permian Basin gathering firsthand intel continues with this update. 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 »Last Mile Yard Driveby Confirms Shingle Swap, Closing The Loop On A Recent Infill Thinking Report
In mid-December, Infill Thinking drew a conclusion based on a sighting of physical evidence we observed in the field. This week, we close the loop on that report with additional photographs (and this time they are conclusive, not speculative). There’s a lot more to this story… Login to see the …
Read More »Before Local Sand Started Trending, This Haynesville Producer Established A Beachhead [Site Visit Takeaways]
We recently had an opportunity to tour a local sand mine in Louisiana and learn from a management team who got their start in developing in-basin sand before it became a trend. Check out our takeaways and analysis of this mine and market here. There’s a lot more to this …
Read More »Notes From The Road In The Humming Haynesville Shale
Following the big frac sand conference in San Antonio a couple weeks ago, a contingent of the Infill Thinking team invested some time doing boots on the ground research in the Louisiana Haynesville Shale. Here are some of the things we saw, heard, and learned There’s a lot more to …
Read More »Initial Thoughts From San Antonio: 10 Key Points On The Big Picture
This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …
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Infill Thinking Lifting the O&G knowledge curve