An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »BRUTAL Business… A Second Sand Hauler Exits In As Many Days
Over the weekend we shared bad news about a large carrier closing shop. They weren’t the only sand hauler to call it quits last 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 …
Read More »Yet Another Large Carrier Exits The Oilfield As Trucking Hardships Continue
More bad news in the sand hauling space… 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 …
Read More »4 Things We CLARIFIED In Grapevine This Week…
This week, we participated in the 10th Annual Petroleum Connection Frac Supply & Logistics Conference in Grapevine Texas. In a related update this moring, we highlighted some new things we learned at the event. The focus of the following key takeaways is on market observations we thought we knew about …
Read More »5 Things We LEARNED In Grapevine This Week…
This week, Grapevine Texas is the epicenter of the frac sand industry as about 300 completions industry insiders have gathered for the 10th Annual Petroleum Connection Frac Supply & Logistics Conference. They came for the great content and networking. They stayed for the seafood tower (crab claws anyone?), sushi at …
Read More »US Sand Demand: Nat Gas vs. Crude Oil Split [Chart Of The Day]
How will higher gas prices translate to frac sand demand? Important context here… 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 »Articulating A Vision For The Future Of Frac Sand [Panel Preview]
We are looking forward to participating in the Petroleum Connection’s 10th Annual Frac Sand Supply & Logistics Conference. In advance of the event, we tip our hat to our friends at the Petroleum Connection for a decade of fantastic events in this sector – that’s quite a milestone and this …
Read More »Comparing Basin By Basin Local Sand Activity Trends [Chart Of The Day]
How is local sand activity faring regionally? Find out here… 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 …
Read More »The Top 10 Busiest Frac Sand Mines In The United States Of America
Who’s plant is the busiest plant? We ran the numbers and… 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 »Three Thought Provoking Things Pressure Pumpers Said About Sand Recently…
Catching up on frac sand mentions in pressure pumper market commentary over the past couple months, these three things stood out as some of the more interesting things pumpers said about their biggest consumable: 1.. 2.. 3… There’s a lot more to this story… Login to see the full update… …
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