This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at the …
Read More »US Silica’s Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 …
Read More »Meet K2 Sands – A Chat With The Wellsite Pile Pioneers Now Rolling The New Storage Approach Out At Scale
An in-depth, behind the scenes look at a new brand coming to market under an established logistics umbrella to innovate in the wellsite storage market. 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 »The Great Sand Price Debate… What To Make Of Conflicting Datapoints? [Data Alert]
US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 »US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends
US Silica provided their outlook and some big new disclosures this week… 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 has …
Read More »Satellites Show Progress On Atlas Sand Conveyor Project
Earthwork is underway on the most radical logistics concept ever seen 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 newsletters, you must be a member. If you are new to Infill Thinking, …
Read More »US Silica Launches Damp SandBoxes & Adds 1mm Tons Of Marketed Wet Sand Supply In Permian
US Silica provided their outlook and some big new disclosures last week… 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 has …
Read More »Intrigue: Who Is NexTier’s Next M&A Target In The Well Site Integration Service Biz?
NexTier’s CIG acquisition last year looks likely to be followed by another vertical integration acquisition in the supply chain… 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 …
Read More »A Chat With New LML Firm Prestige Logistics Group About Their Market Strategy & Ops
We caught up with the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac. 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 »7 Takeaways From US Silica’s 2023 Market Outlook
US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …
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