Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and we’ve got some new information on wet sand and white sand to share! There’s a lot more to this story… Login to see the full update… …
Read More »Making Frac Sand Great Again! Here’s The Latest Trends In Price, Demand, Supply, Rail Volumes, Etc.
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and everyone’s talking about sand again. From the “fair weather fans” – institutional investors and professional service firms calling us now after several years of radio silence …
Read More »New Solution Brewing In The Wellsite Storage 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 membership has expired, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »This Friday In Houston… Frac Sand Panel Preview – A Reversal Of Fortunes
We look forward to meeting up with industry friends Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. 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 …
Read More »Mini-Mobile Teaser
One question we have been getting often from members in 1Q22 is… 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 »Frac Scattershooting: 4 Notable Quick Hits From The Oilpatch
In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch crossed our desk this week. Here are four points that are deserving of a quick mention. There’s a lot more to this story… Login to see the full update… …
Read More »Frac Sand Pricing Momentum Continues To Build
For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
Read More »NWS Production Trends – 3 Observations & 5 Key Questions Going Forward
For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
Read More »First Look At Permian Mine Activity Data [Chart Of The Day]
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 »Buyers Looking For Frac Sand Instead Of Sand Looking For Buyers -Texas Proppant Prices UP BIG
When frac sand pricing is on the move, Infill Thinking is your go to source… 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 …
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