Market intel on the Brady frac sand supply stack. 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 …
Read More »Hi-Crush Makes Acquisitions To Bolster Their Execution Capabilities In The Last Mile
Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at Infill Thinking… 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 »Labor Strike Shuts Down A NWS Plant Temporarily
Here’s the latest on a plant worker strike that is impacting NWS supply. 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 »US Silica Says It Feels A Little Like The Good Old Days For Northern White
In the pithy bullet points below, here’s what all frac supply chain folks should know from US Silica’s remarks on their earnings call 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 …
Read More »Smart Hauling At Big Blue [Silica Valley Series]
This is the fifth installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
Read More »Reflecting On A Once-In-A-Lifetime Local Frac Sand Rush [Chart Of The Day]
Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …
Read More »Interesting MicroProppant Datapoint: Increased Interest In “Blended Hundred Mesh”?
Ultra-fine proppant has been in and out of the news for the past several years without a real inflection in traction in completion design. Will that fact pattern change in the future? We discuss the microproppant outlook and a new datapoint in the story here. There’s a lot more to …
Read More »What’s Next For Emerge?
Today’s news was widely expected. It’s what comes next that’s less clear. 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 »With Frac Sand Disruption In The Rear View Mirror, “Executing In The New Normal” Is A Major 2019 Theme
Status quo in frac sand? Yep. For the first time in two years, disruption is in the review mirror not smack dab ahead of us. See how and what’s next in this thematic piece… There’s a lot more to this story… Login to see the full update… To read this …
Read More »DSL Action In Austin – Conservation Plan Leadership Passes The Torch [Exclusive]
Infill Thinking has learned some new details in the Permian Basin saga involving the Dunes Sagebrush Lizard (DSL). These details involve a key leadership change and the 2019 conservation plan. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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