The past couple years of shockingly expedient frac sand disruption has taught us to expect the unexpected and never say never. Could a new concept proposed by an Infill Thinking reader be the next big game-changing step change in this unbelievably dynamic market niche? There’s a lot more to this …
Read More »Direct Sourcing From An Operator’s Perspective [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Kicking off our Fridays In December 2018 guest post series is Jessica Barton, an E&P sourcing specialist with nearly a decade of supply chain management experience for leading operators in US shale. Jessica is currently the category manager for proppant and last mile logistics …
Read More »Proppant Inventories Swell
Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …
Read More »Permian Local Frac Sand’s Triple Double [Chart Of The Day]
Throughout 2018, Infill Thinking has regularly surveyed production at local frac sand mines across the Permian mine-by-mine. In this update we show how effective supply has grown this year and discuss the importance and meaning of the trajectory. There’s a lot more to this story… Login to see the …
Read More »Before Local Sand Started Trending, This Haynesville Producer Established A Beachhead [Site Visit Takeaways]
We recently had an opportunity to tour a local sand mine in Louisiana and learn from a management team who got their start in developing in-basin sand before it became a trend. Check out our takeaways and analysis of this mine and market here. There’s a lot more to this …
Read More »2019 Last Mile Preview: Wet Sand Fracs, Leapfrogging, Micro-Optimization, The “New New Gen” Solutions, Hauling Inflation, and more… [Part 3/4]
We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Live Takeaways From The Covia Call Wednesday: Last Mile, Demand Forecast, In-Basin Ramp, and NWS Pricing Comments Were Notable
Covia management is hosting their 3Q18 earnings conference on Wednesday 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, …
Read More »New Details On An Eagle Ford Local Sand Project After Catching Up With Management…
We recently caught up with the management team behind a permit we found back in August to learn about this new Eagle Ford project. Login to learn exclusive details about this one in the full update… There’s a lot more to this story… Login to see the full update… To …
Read More »Analysis And Context On The Newest Unbundled Operator’s Supply Agreement
We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release, just insights to help put it in context. There’s a lot more to this story… Login to see the full …
Read More »Buyer “Quick Hits” That Matter In The Frac Supply Chain
In no particular order, here’s some stuff that matters about the frac supply chain… 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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