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 …
Read More »10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year
We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… …
Read More »US Silica’s Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 »Atlas Shares Sand Market Outlook
Sand market takeaways we learned from the 3Q Atlas earnings report… 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 »Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone [Data Alert]
A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …
Read More »Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…
What’s the latest entrant in Permian sand mining up to? Something new? We discuss… 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 »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P 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 …
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Infill Thinking Lifting the O&G knowledge curve