This week, we have an update on local sand mining activity… 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, …
Read More »Live From San Antonio… 1st Impressions From The Biggest Frac Sand Conference Of The Year
We are grateful for the opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio this week. This is the largest frac sand conference in the industry each year. It’s still going, but here are some quick thoughts from the sidelines on day …
Read More »Permian Sand Prices Are Bottoming Now… [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 …
Read More »Previewing The Biggest Frac Sand Event Of The Year, Happening Next Week
Next week, we look forward to seeing many Infill Thinking members in person again for the Petroleum Connection’s 14th Annual Frac Sand Supply & Logistics Conference at the Hyatt Hill Country Resort. There is still time to grab a last minute pass if you haven’t yet (click here). Lium …
Read More »Here’s What Mine Trends Would Have Looked Like If The Federal Government Wasn’t Closed
Some transparency in a blackout… 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 discuss our …
Read More »Atlas Carrying The Weight Of The WTX Sand Downcycle, But Power Is A Bright Spot…
Sand market takeaways we learned from the latest Atlas earnings 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. If you are new to Infill Thinking, or your membership has expired, …
Read More »A BIG Operator Helps Themselves To Acreage In Shale’s Shiny New Play. Welcome To The Party!
Tuesday morning we wrote three big and unique reports on an emerging basin. Tuesday afternoon, the nation’s largest natural gas producer announced it has pounced there… 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 »A Local Frac Sand Leader Is Entering A New Market
We have learned that… 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 discuss our current …
Read More »A Primer On The New Epicenter Of 2026 Greenfield Frac Sand Plant Construction
Two frac sand producers are eyeing a new play. We dive in with detailed and in-depth data-driven analysis to help you get up to speed on what’s going on there… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »The Return Of A Proven Sand Team To A New Extension Of The Play They Once Dominated [EXCLUSIVE]
They’re baaack…. read who in this Infill Thinking exclusive. 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 …
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Infill Thinking Lifting the O&G knowledge curve