We drove out to several in-field frac sand mines and this is what we saw and learned… 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 »OnCore Processing’s 2 Big Spring In-Field Plants Look Busy [Site Visit Report / Pics]
We drove out to several in-field frac sand mines and this is what we saw and learned… 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 »Yep. They Are VERY Busy At The Permian’s Biggest Sand Plant!
What happens in the Permian makes it to the Infill Thinking newsletter, especially when we drive 1,200 miles across the basin in two days gathering intel for readers! Check out an update on a sand plant in this post. There’s a lot more to this story… Login to see the …
Read More »Wet Sand Renovations About To Begin At Chesapeake’s Burleson Mine
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
Read More »Photos From The Road – Permian Field Trip
It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …
Read More »Full Steam Ahead (Without Emissions) For OnCore Processing’s Mobile Mini Mines [Site Visit Report / Pics]
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …
Read More »Notes From The Road – 13 Permian Field Trip Datapoints + A Fridge Status Update!
It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Eagle Ford Field Trip Advances The Damp Sand Frac Narrative [Boots-On-The-Ground Report, Photos]
After the frac sand conference in San Antonio this week, we took a detour on our way back to Infill Thinking’s Dallas HQ to visit… 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 »Paying A Visit To A Sand Team That Tends To Fly Under The Radar [Eagle Ford Stops Along The Road]
During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… There’s a lot more to this story… Login to see the full update… To …
Read More »Signal Peak Silica Site Visit Notes [Eagle Ford Stops Along The Road]
Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. There’s a lot more to this story… Login to see the full update… To read this …
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