A few local headlines in West Texas caught our attention this week. Oilfield traffic is becoming a bigger problem as the year goes on… 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 »PropDispatch’s First-To-Market Software Is Digitalizing The Last Mile For About 1/3 Of US Frac Fleets
This is the first 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 »Silica Valley – Software Startups Are Racing To Digitalize The Last Mile
When the term “new entrants” is mentioned in frac sand conversation, the focus immediately gravitates to the physical. New sand producers, new plants, new well-site storage containers, and new trailer fleets have been all the rage lately. Hardware gets the headlines, but new software solutions have swept in too. A …
Read More »Antero’s Frac Supply Chain Strategy Is Changing. Here’s What We Know And What We Think We Know
Antero made some interesting comments at an investor conference this week. We break down what you need to know about their frac supply chain here. 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 »“Coming Soon” – Here’s What To Expect From The Next Round Of Permian In-Basin Frac Sand Plant Startups
In an update earlier this week, we shared detailed production estimates for the seven Permian frac sand plants that we classify as open and commercialized. The obvious next question is: what’s the status of the next round of startups? We are tracking an additional 7 plants scheduled to open over …
Read More »Another New Permian Frac Sand Plant… This One Discovered Via An Open Records Request
This one is far afield from the pack and notable for four primary reasons. Login to read this exclusive on the newest Permian in-basin frac sand mine. 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 »Just How Much Local Permian Sand Is Actually Shipping? Here Are Today’s Plant-By-Plant Production Estimates
In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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. …
Read More »In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A
In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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. …
Read More »The Eagle Ford Could Be Fully Supplied By Local Sand Soon
If new Eagle Ford frac sand producers execute on the plans we’ve uncovered, then South Texas completions activity could be fully supplied with local proppant in the near future. That’s what the summation of our research suggests. In this report you’ll find a detailed data driven accounting of what we …
Read More »Meet The Next Big Eagle Ford In-Basin Frac Sand Player [Exclusive Conversation With Management]
We have the very latest on another new Eagle Ford frac sand mine after an exclusive conversation with the team backing the project this morning. This sand story is moving fast folks, and Infill Thinking is the original source of real-time coverage on the latest developments in the in-basin saga. …
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