We very much enjoyed interacting with everyone in Houston for the Petroleum Connection’s sand conference today. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here today. There’s a lot more …
Read More »Panel Preview – The State Of The Frac Sand Industry
We look forward to meeting up with industry friends next 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 …
Read More »Haynesville Damp Sand Trends
We take a look at the latest wet vs. dry sand trends in the Haynesville for this update… 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 …
Read More »Updated List Of Permian E&Ps That We Count As Wet Sand Adopters
A data-driven look at demand trends for West Texas local damp frac sand. 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 …
Read More »Permian Sand Supply – Is It Damp Or Is It Dry? [Chart Of The Day]
A data-driven look at capacity trends for the West Texas local frac sand mining industry. 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 »Infill Thinking’s Top 10 1Q23 Updates [Another Volatile Quarter In Review]
By The Stats – Membership Resources Provided During 1Q23 In the 90 days ending March 31, 2023, the Infill Thinking research team: published 76 independent research updates, emailed 26 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients. Login to see what your peers …
Read More »ProFrac’s New Competitive Moat In The Haynesville Is Working
A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more …
Read More »A Look At Local Sand Nameplate Capacity Growth [Chart Of The Day]
A data-driven look at capacity trends for the West Texas local frac sand mining industry. 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 »A Look Behind The Gates At A Regional Frac Sand Mine Running A Sales Process
This week, we had a chance to catch up with the owners of a Texas regional frac sand plant that is currently being marketed for sale, which gave us an insider’s view of their operations. There’s a lot more to this story… Login to see the full update… To read …
Read More »Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Today
We digested new datapoints from ProFrac this morning… 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 …
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Infill Thinking Lifting the O&G knowledge curve