Tag Archives: frac sand

This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …

Happy New Year 2025 to the shale industry! During 2024, Infill Thinking: published 280 original research updates, shipped 100 e-newsletters to active members, provided unique proprietary data updates to Lium Data Plan members, conducted multiple field trips to report on frac jobs and supply chain activity in person and visit …

In October, we wrote about a potential new local sand plant in the San Juan Basin (see point 4 here). Today, analysis on current status of the project which has stirred up local controversy… There’s a lot more to this story… Login to see the full update…  To read this …

By The Numbers – Membership Resources Provided During 4Q24 Quarter to date, the Infill Thinking research team: toured 4 NWS mines and saw 4 others moderated several panels at the biggest frac supply chain event of the year hosted by Petroleum Connection sent members 23 e-newsletters containing 65 original research …

In October, we wrote about a potential new local sand plant in the San Juan Basin (see point 4 here). Today, many more details… 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 …

Our data team adapts on the fly, adding a special data series on pet coke use in fracing this week just days after Exxon’s news rocked the sand world. In this report, see how to access the new data and read 7 key takeaways There’s a lot more to this …

Exxon’s proppant disclosures this week were fascinating but left us hungry to learn more… 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 …

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 …

Important frac supply chain update for the Lower 48’s frac sand supply base… 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 …

Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: …   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …