We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand. … There’s a lot …
Read More »Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]
First-of-a-kind analysis on Permian frac supply chain. 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 your membership has expired, please email us to …
Read More »We Learned More About That New Martin County Frac Sand Plant [MAP]
Public record searches fill in some holes on a new sand mining location… 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 your membership …
Read More »Sand Pile Frac Jobs Faced Their Weather Nemesis Head On This Week
As the frac supply chain evolves, new risks manifest in wellsite operations. In this update, we discuss the interaction of … 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 …
Read More »Permian Local Sand Supply Update [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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 »A Proppant Producer’s 2nd Damp Sand Plant Appears In State Records
Public record searches make good on an Infill Thinking prediction from a couple weeks ago, as we’ve been able to officially confirm a new mine that we’ve been anticipating… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day]
Analysis and context for US frac sand supply trends. 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 your membership has expired, please email …
Read More »A New Permian Damp Sand Plant Preparing For Imminent Launch
We had a chance to learn directly from management about a new damp sand plant project we’ve been writing about from our own observations for a couple of months now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Where Will The Permian Pile Count Go From Here? [Pile Thoughts Part 2]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 »How Many Damp Sand Pile Systems Are On Permian Pads Today? [Pile Thoughts Part 1]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
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