Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here… Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were …
Read More »A Couple Thoughts As Permian Proximity Mines & Wet Sand Get Mainstream Attention
A big article on wet sand and “mini-mobile mines” in the press this week drove inbound from Infill Thinking members seeking data clarification on the trends. Some context on mobility and adoption rates / volume is needed here… There’s a lot more to this story… Login to see the full …
Read More »US Silica Is Mostly Sold Out Through 2024, But Still Not Adding Sand Mines
US Silica provided positive earnings and outlook this morning. Here are 5 key points… 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 …
Read More »Minions On The Wellsite? Another New Storage System Emerging From Canada
New last mile system spotted… 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 »Getting The Rocks Out – New Damp Sand Equipment Aims To Puts Quality Control At The Blender
With damp sand usage increasing and operators exploring novel logistics / storage concepts (example), an emerging concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we sat down with a new team bringing …
Read More »Chatter In Frac Sand Deal Rumor Mill Reaches New Heights
Chatter about potential deals is heating up… 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 »Our 2023 US Oilfield Outlook Survey Is Live!
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 …
Read More »Frac Sand Discipline In 2022 Bodes Well For Mine Owners In 2023 If Oil Prices Can Hold $90+
This year, sand producers are mostly demonstrating a focus on returns and capital discipline over growth. This behavior mirrors what we are seeing in E&P and drilling and completions. We discuss how this is translating into pricing, supply and demand fundamentals and provide numbers in this post. There’s a lot …
Read More »Will The Kermit-to-New Mexico Frac Sand Conveyor Project Be In Play Soon?
There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »What Happens To Oilfield Service In 2023 If Oil Prices Stay Put? [Chart Of The Day]
In today’s data exercise, we think ahead about the outlook for 2022 in shale… 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 …
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