There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update… …
Read More »The Permian Sand Market Got More Interesting Over The Weekend, & Other Proppant Market Buzz…
Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Tense Trucking Situation Persists As Getting Sand To Fracs Proves Difficult In Early-2021
An update on the transportation issues ripping through the frac market after additional channel checks 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 …
Read More »Warning Fulfilled As Some Fracs Rang In The New Year Without Sand
In our final newsletter of 2020, we warned about the risk of driver absences wreaking some havoc in the frac supply chain (see this update). It happened. Here’s what we are hearing on the first business day of 2021 about the struggle to sand fracs: There’s a lot more to …
Read More »New Year, New Era At Liberty OFS
In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …
Read More »Infill Thinking’s Top 20 Of 2020
You don’t need yet another publication telling you what a crazy year 2020. So we won’t. Instead, here are some stats on the member resources Infill Thinking provided during 2020 followed by a list of the most popular research updates that Infill Thinkers clicked on during the year. Spoiler alert, …
Read More »Frac Scattershooting: 8 Notable Quick Hits From The Sand Patch
In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch and the sand patch crossed our desk this week. Here are eight points that are deserving of a quick mention. There’s a lot more to this story… Login to …
Read More »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
Read More »Sand Customers Talk Supply Chain – From Damp Sand To AI To Bundling, Proppant Type, Volume/Well & More…
When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 …
Read More »Frac Customer Update Roundup – Fleets, Stages, OFS Pricing, Rigs, DUCs & More…
Here is the straight skinny on what’s going on with the D&C programs for 27 operators. One thing that stands out is the common focus on… 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 …
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Infill Thinking Lifting the O&G knowledge curve