A new milestone for the supply stack in the Permian that was unimaginable when we wrote about the very first local sand plant back in 2017 in this piece: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape. Back then… There’s a lot more to …
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What’s the latest entrant in Permian sand mining up to? Something new? We discuss… 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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We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P 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 …
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By The Numbers – Membership Resources Provided During 3Q23 In the 90 days ending September 30, 2023, the Infill Thinking research team: published 65 independent research updates, emailed 22 original Infill Thoughts newsletters to active members, conducted a survey on sand quality(see results) conducted an Eagle Ford field trip to …
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A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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 …
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A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 are new …
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Want to know how many trucks are hauling Texas frac sand and who controls them? We did some work on that question 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 …
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Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …
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US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …
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The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 …
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Infill Thinking Lifting the O&G knowledge curve
