Since we first published this in-depth primer on Jan. 17, 2020 about the “in field” frac sand mining opportunity, the industry’s public conversation about mobile-mini plants has gone from zero to sixty in a heartbeat. We have begun to hear directly from other first movers with their own mobile-mini plant concepts. These solutions …
Read More »Sandemonium Strikes Again
Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 …
Read More »The Miniaturization Of In-Basin Frac Sand Greenfield Expansion [Chart Of The Day]
With the days of large-scale in-basin mine construction vanishing, we wonder if the miniaturization trend this chart reveals is a precursor to the rise of mobile-mini plants? 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 »Greenfield News – More Bakken Local Sand Plans In The Works
A new entrant sand miner launched last last year is quickly advancing a brand new local frac sand mine project for the Bakken through the local permitting process in North Dakota. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »10 Oilfield Water & Frac Sand Specialists On The Move
In this asset-intensive business, talent shifts are often ignored. But people matter. Talent shifts affect how business is done and competitive advantage, and here are ten moves that matter for how business is done in the sectors we cover in early 2020… There’s a lot more to this story… Login …
Read More »Another Large Carrier Rolls Up Their Sand Hauling Operations
A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »The Final Frontier In Frac Sand Logistics Optimization? [Out Think Special Report]
On New Year’s eve, we sent a newsletter. Despite the holiday, it was one of our most opened and shared newsletters of 2019. Why? It introduced a new idea with disruptive potential. Just when we all thought the frac sand was sufficiently disrupted by the advent and maturation of in-basin …
Read More »Sandemonium Has Died Down, But Pockets Of NPT Remain Problematic
The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However… There’s a lot more to this story… Login to see the full update… …
Read More »Quick Thoughts On Atlas Sand’s TX/NM Frac Sand Conveyor Project
Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by Atlas Sand. Atlas Sand isn’t commenting about the …
Read More »The Top 19 Stories Of 2019 In Frac Sand And Oilfield Water
During a dynamic 2019, Infill Thinking: shipped 100 e-newsletters to active members, shipped 45 data-driven e-newsletter to Analyst Plan members, published 370 original written research updates, hosted 4 member meet-ups in key oilfield cities, conducted 4 field trips to put boots on the ground in key oilfield markets and gather market …
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