During 2Q19, the Infill Thinking research team: published 106 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members co-hosted the industry’s first Oilfield Water Finance conference and spoke at the SPE Permian Symposium, both in Houston conducted site visits and …
Read More »12 Questions For The Software Guru Behind CIG’s Proplogistics Platform [Silica Valley + Guest Post]
We take you deep inside the 1s and 0s of another frac sand last mile software platform as our Silica Valley series rolls 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 a …
Read More »Lower 48 Sighting: A Brand New Wellsite Storage Solution Is Being Deployed [Exclusive]
After learning about a new system’s arrival in the US from industry sources, we caught up with the management team behind the deployment. We have learned the following information about this new Lower 48 deployment: There’s a lot more to this story… Login to see the full update… To read …
Read More »The Last Mile Solution Situation A Half Year Into Oversupply [Chart Of The Day]
We believe that new gen supply of wellsite frac sand storage systems climbed above demand for the first time in late-4Q18. Long time readers may recall this deep dive analysis from September 2018 outlining the new gen growth trajectory and coming inflection. Here’s what’s new since then… There’s a lot …
Read More »Haynesville Sand Market Update As Jerry Jones Ups His Stake To Over A Billion In The Play
During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant market and supply chain conditions in this basin. There’s a lot more to this story… Login to see the full …
Read More »Enter Sandman: Another Canadian Contender For The Lower 48 Last Mile Market
Multiple last mile / wellsite storage system technologies working in the US today hail from Canadian heritage. This is an observation we’ve written about multiple times in the past (including in this analysis piece and this guest post piece). This week we came across a new Canadian systems that we …
Read More »What Does “Sustainable” Look Like? [A Frac Sand Op-Ed]
I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …
Read More »Frac Sand Scattershooting [A Dozen Misc. Proppant & Last Mile Datapoints]
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch in our research process this week that are deserving of a quick mention. Let’s jump right in, shall we? Oh and it’s total coincidence that the titles …
Read More »Firsthand Observations On The Marcellus Frac Supply Chain [Notes From The Road & Photos]
A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… Login to see the …
Read More »In Local West Texas News… This Permian Mini-Documentary Is Worth A Watch
We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update… To read this update …
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