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 …
Read More »Ribbon Cutting Is Fast Approaching At The First Northwestern Oklahoma Frac Sand Plant
From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …
Read More »Oklahoma Greenfield Construction Progress Report [MidCon Recon, Photos]
In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. 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 »MidCon Recon: The First Batch Of Boots On The Ground Observations
The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Notes From Fort Worth Part Two: Market Intel From Meetings With Industry Leaders
We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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 »Permian In-Basin Sand Production Blossoms In May 2018. Here Are Plant-By-Plant Updates
Six weeks ago, we assessed Permian in-basin frac sand production at an annualized rate of 15mmtpa coming from 7 operational facilities. This week, we updated our assessment, finding that local sand production has increased significantly in the past six weeks. In fact, daily local proppant availability is up X%, with the …
Read More »During Our Twin Eagle Site Visit In South Texas, We Learned About A Strategic Pivot To Adapt To In-Basin Sand
Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Twin Eagle Mission Park transload terminal near Elmendorf, Texas. In this post, check out our drone photos and key takeaways on Twin Eagle operations and their latest developments including an important strategic shift. There’s a lot more …
Read More »Eagle Ford Notes From The Road: Another Lizard, More Mines, Road Damage, Silo Repairs, Coarse Demand, And More…
This month in South Texas, we spent the better part of a week meeting with industry contacts, touring facilities, and combing the field for interesting angles. In this update, we’ve distilled our yellow pad full of random notes into the following digestible bullet points. Please stay tuned for several more …
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