Interesting new information about an ongoing legal dispute in frac sand land… 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 »Infill Thinking’s 1st Annual Frac Sand & Logistics Consumer Report Is Available For Purchase
Finish 2023 Strong With A Valuable Market Benchmark With 2023 winding down, you may find your team with some unspent funds left in your marketing or market intel budget. Here’s an idea to invest that wisely before year-end with a unique and valuable resource that will serve you well …
Read More »Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction
Oil production trends shouldn’t be terribly surprising if you are watching the right metrics. In this update we talk about the metrics and quantify them monthly y/y as well as discuss structural changes in shale that are driving tight oil resiliency. There’s a lot more to this story… Login …
Read More »Permian Damp Sand Capacity Grows Again [Data Alert]
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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 »Chime In: Our 2024 Oilfield Market Outlook Survey Closes In 3 Days!
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 »We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert]
There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
Read More »Lone Star Sand’s Message To The Market: “Come And Get It!”
We caught up with the owners of a new local sand plant this week… 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 »Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at …
Read More »5 Things That Grabbed Us At The Largest Frac Supply Chain Conference In 4 Years
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the …
Read More »Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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Infill Thinking Lifting the O&G knowledge curve