Tag Archives: frac sand

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 …

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, …

  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 …

  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 …

    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 …

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 …

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 …

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 …

Math to illustrate why quality carriers are dropping out of the frac sand market. 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 …

New datapoints extend a trend we warned about a couple months ago… 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 …