By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. 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 »Things We Heard From Friends In The Sand Patch This Week
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. In this update we get in the weeds to give you insight on …
Read More »Frac Sand Is Busy And Boring Right Now
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… There’s a lot more to this story… Login to …
Read More »Permian Sand Mine Exposure To DSL Hot Zones [Chart Of The Day]
Some of the mines in the hot zones have mitigated risk by participating in one of the State’s two conservation plans, but in the case of a listing, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Texas Frac Sand Hauling Market Share [Chart Of The Day]
Want to know how many trucks are hauling Texas frac sand and who controls them? We don’t have all the answers, but we have some of them…. 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 »A Conversation With The CCAA Administrator About The Dunes Sagebrush Lizard [EXCLUSIVE]
After publishing a detailed update on the DSL situation earlier this week, we heard directly from the administrator of the Candidate Conservation Agreement With Assurances (CCAA), Chris Jensen. After several email exchanges, Chris graciously agreed to an interview to provide some follow-up details, clarification, and additional information to Infill Thinking …
Read More »First Mover Electrifying The Frac Sand Hauling Fleet
We caught up with Detmar Logistics CEO Matt Detmar this morning to follow up on the Hylion press release and we learned the following:… 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 …
Read More »DSL Listing By 2022? Hope For The Best, Prepare For The Worst
This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …
Read More »Permian Fracs Could Be Sand Constrained In 2022 [Chart Of The Day]
For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …
Read More »Eagle Ford Frac Sand Mine Activity Trends
A data-driven look at operating activity trends for the South 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, …
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