We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far this 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 a member. If you …
Read More »Permian Local Sand Activity Hits A New All-Time High [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 »U.S. Frac Sand Mines Worked Harder During 2Q24 [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 »Permian Proppant New Entrant Update: Texas Wet Sand
We share company specific details after catching up with another private frac sand company’s management team. 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, …
Read More »2Q24 Post Mortem – Key Themes & Infill Thinking’s Top 15 Research Reports Of The Quarter
By The Numbers – Membership Resources Provided During 2Q24 In the ~90 days ending June 30, 2024, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, spoke at the premier industry conferences in the frac sand and oilfield water …
Read More »How Does A $1.9 Billion Dollar Sand Deal Happen?
We dig into one of the biggest frac sand stories of the year, with a look back behind the scenes at how the deal came together… 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 »If You Are A Frac Sand Producer, Why Dig A Hole Just To Dig A Hole?
Last week, we wrote about how some last mile customers have started demanding zero or negative margin rates from trucking service providers (see here). Now Permian frac sand suppliers are getting similar requests. In this post we discuss how price gouging at the high and low points of cycles …
Read More »The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes]
We caught up with a privately-held frac sand supplier this week… here’s what we 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 Thinking, or …
Read More »Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 »With Big Savings In The Bag, Truck Customers Should Take The Win And Reconsider Values Before It’s A Pyrrhic Victory – Lowball Loads Aren’t Safe, Reliable, Or Sustainable
Thoughts on buyer behavior in frac supply chain – take the win, don’t turn it into a pyrrhic victory! 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 »