A large NWS player had some interesting things to say 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 a member. If you are new to Infill Thinking, or your membership has …
Read More »A Patriotic Oil Production Blitz Would Require Some Brown Sand And / Or NWS Capacity Reactivation
“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 »Every Grain Counts Now – Insandity Continues, Especially In The Permian
We continue to hear some mindblowing market anecdotes in frac sand. Here are some fresh off our research desk 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 …
Read More »E&P Comments On Frac Sand Picking Up But Still Lag New Market Realities
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update… To …
Read More »US Silica Smokes Analyst Estimates. Their Rosy Outlook Is NOT Hyperbole
US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… 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 »Sand Buyer Headaches Are Now Turning Into Migraines
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and the headache is turning into a migraine. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »New Permian In-field Frac Sand Mining Capacity On The Way & Will Be Easily Absorbed
Today we have updated our Permian sand plant database for several new in-field facilities. Here are key takeaways… 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 »White Sand, Wet Sand, Railed Sand, What Sand?
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and we’ve got some new information on wet sand and white sand to share! There’s a lot more to this story… Login to see the full update… …
Read More »Making Frac Sand Great Again! Here’s The Latest Trends In Price, Demand, Supply, Rail Volumes, Etc.
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and everyone’s talking about sand again. From the “fair weather fans” – institutional investors and professional service firms calling us now after several years of radio silence …
Read More »New Solution Brewing In The Wellsite Storage 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 a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »
Infill Thinking Lifting the O&G knowledge curve