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 »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 »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 »An Eagle Ford Sand Miner Just Threw Their Hat Into The Oklahoma Ring [Infill Thinking Exclusive]
With stories like this that can’t be found anywhere else, why would you go anywhere else for your completions supply chain news and analysis? 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 …
Read More »This Week In Frac Sand, Divergent Datapoints Reveal A Tale Of Two Cities
Our channel checks reveal that the pain being felt by Northern frac sand producers continues to escalate at a rapid pace. Read the latest developments in the supply stack disruption rippling through this important completions segment here. There’s a lot more to this story… Login to see the full update… …
Read More »We’ve Got Tough Questions. They’ve Got Enlightened Answers…
Infill Thinking is pleased to announce that Joseph Triepke, founder of Infill Thinking, has been invited to serve as Master of Ceremonies during this month’s frac sand conference in San Antonio hosted by the Petroleum Connection. In addition to serving as MC, Joseph Triepke will moderate a highly anticipated panel …
Read More »Closure Cascade: More “Out-Of-Basin” Frac Sand Plants Are Downsizing
The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …
Read More »Ribbon Cutting Is Fast Approaching At The First Northwestern Oklahoma Frac Sand Plant
From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …
Read More »Connecting The Dots On Recent Infill Thinking Reports
In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… Login to see the full update… …
Read More »Is This The Biggest Frac Sand Contract Of All Time?
Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. 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 …
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