There’s a fascinating niche / novel approach to wet sand management on the wellsite happening in the Permian right now… We break down the project in some detail to better understand how widespread this could become in the future… There’s a lot more to this story… Login to see the …
Read More »Proppant Loading Trends Around The Lower 48 [Chart Of The Day]
Here is a look at how proppant intensity is trending in completions around the U.S. shale patch. 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 …
Read More »New Pressure Pumper vs. Sand Producer Lawsuit #2
Sand litigation is back. We analyze the new suits and implications 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 …
Read More »New Pressure Pumper vs. Sand Producer Lawsuit #1
Sand litigation is back. We analyze the new suits and implications 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 …
Read More »Frac Sand Contract Disputes Return To The Courtroom In Mid-2022 With Two Lawsuits Now In The First Inning
Sand litigation is back. We analyze the new suits and implications 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 …
Read More »Sand M&A Comes Back With A Big Permian Deal…
Sand mine M&A is back! We analyze the new deal and implications 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 »Positive Read-Through For Frac From ProFrac’s First Earnings Call As A Public Company
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 …
Read More »A New Hire Datapoint Seems Consistent With The Frac Sand IPO Rumor Du Jour
We are tracking a developing story with corporate finance implications in the frac sand 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 …
Read More »No Deal… Quick Thoughts About U.S. Silica Maintaining Their Status Quo
We digest the news that U.S. Silica will not separate their industrial sand business from 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 …
Read More »Everything You Could Possibly Want To Know About The Midland Basin’s Biggest Sand Plant
We just got a massive download on the Lamesa mine owned by U.S. Silica… 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 …
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Infill Thinking Lifting the O&G knowledge curve