A new wellsite storage innovation deployed on a containerized sand system in the Permian caught our attention this month… 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 …
Read More »With The Oilfield Staring Into The Abyss, We Talked About Downturn Risks With Contacts In Houston This Week…
This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are key takeaways that resonated with us… as always our notes are no substitute for being there …
Read More »Atlas Dune Express Conveyor Update – Takeaways From Our CEO Chat & Site Visit
We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. 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 »Another Sand Hauler Headache Emerging In Early-2025
Over the past couple weeks, our trucking contacts have been buzzing about a new challenge this year… 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 …
Read More »A Big Sand Hauler Getting Bigger In The Permian
In this update, we share more insights from our time on the road hunting for market intelligence to provide to Infill Thinking readers… There’s a lot more to this story… see our top themes and reports of the quarter inside. Login to see the full update… To read this update …
Read More »Get Hosed! PropX Has Proven The Slurry System Works. Now E&Ps Consider Use Cases…
We tagged along with a leading E&P during an industry-first frac supply chain prototype demo last week. Here is what we saw and thought about it… 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 …
Read More »We Saw A Lot On The Road In WTX & NM This Week… Quick Thoughts Ahead Of More Details Next Week…
We drove more than 1,000 miles over the past couple of days getting our eyes on Midland and Delaware Basin frac jobs, frac supply chain solutions, and sand mines. Our Permian tour included in-person meetings/tours and visual inspections spanning dozens of notable locations. Notably, we witnessed two major industry firsts …
Read More »A Frac Sand Industry First Happened Sunday. We’ll See It In Person Thursday…
Infill Thinking first wrote about Atlas’s long-haul conveyor project nearly 5 years ago back in May 2019 (see point 10), well before it was announced in December 2022. Today, a major milestone was announced that we’ll see in person later this week! There’s a lot more to this story… Login …
Read More »Shale’s Year In Review – Key Oilfield Themes, Our Top 24 Reports Of 2024, & Last Shale Monthly Data Update Of Year
Happy New Year 2025 to the shale industry! During 2024, Infill Thinking: published 280 original research updates, shipped 100 e-newsletters to active members, provided unique proprietary data updates to Lium Data Plan members, conducted multiple field trips to report on frac jobs and supply chain activity in person and visit …
Read More »PropX Slurry Project Update – Gotta Walk Before You Run [Exclusive Conversation With Management]
More insights you’ll only find here as Infill Thinking uncovers behind the scenes details on a new innovation a forward-thinking team is cooking up in 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 …
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