Tag Archives: frac sand

Infill Thinking learned about a new midstream concept for Permian Basin frac sand logistics that was later discussed publicly for the first time. 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. …

After seeing a social media post about another Texas frac sand startup, we were able to contact management to learn a whole lot more about the newest kid on the sand block. Check out our exclusive here… There’s a lot more to this story… Login to see the full update…  …

Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update…  To read this update and …

Every once in a while we “live-blog” earnings conference calls, sharing takeaways and highlighting what matters most seconds after management articulates their points. Today was one such occasion… and there were plenty of fireworks on this one. There’s a lot more to this story… Login to see the full update…  …

A couple job openings posted online late last week caught our eye and tipped us off on a new development that may have been occurring under the radar. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

While we were traveling gathering market intelligence and meeting with clients this week, some new developments crossed our desk that are worthy of comment. So here are five short stories… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

This week, Covia advanced an argument they have been making on the speaker circuit for several months now, urging customers to use NWS rather than succumbing to the cost savings temptation of local sand. They also introduced a new argument questioning a well performance metric that we’ve never seen challenged before …

A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …

Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …

What do you expect during frac sand earnings season? Here’s what we expect… 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 …