New last mile system spotted… 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 expired, please email us to discuss our …
Read More »Will The Kermit-to-New Mexico Frac Sand Conveyor Project Be In Play Soon?
There once was a project idea, radical and transformational, based on disruptive thinking in sand transportation. It was put on hold. But will that always be the case? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Follow Up Thoughts On NexTier Acquisition Of CIG’s Last Mile Business
After breaking the news of NexTier’s CIG acquisition earlier this week ahead of the press release, we’ve had time to digest the deal and consider it’s implications, which we discuss here… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Confirmation Complete: Nextier Acquires CIG’s Last Mile, Confirming Infill Thinking’s Earlier Report
Now the company confirms prior Infill Thinking exclusive reports… 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 expired, please email …
Read More »Confirmation Of A Last Mile Deal? It Would Appear So, But Not 100% Sure Yet… [EXCLUSIVE]
Some talk in the market this week appears to have some truth to 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 be a member. If you are new to Infill Thinking, or your …
Read More »Frac Sand Buzz. Where There’s Smoke There’s Fire? Maybe…
Some talk in the market 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 expired, please email us to …
Read More »US Silica’s New Market Outlook
US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared plus our data for context on a couple points… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Who’s Moving The Frac Sand And How Much Are They Moving? [Chart Of The Day]
Here is a look at how proppant moves in the completions industry and who is moving 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 be a member. If you are new to Infill …
Read More »Quick Thoughts On Frac Sand: Seller’s Market But Calm, More Kermit Mines?, Wet Sand Ups & Downs, & more…
All you need to get up to speed on the latest developments in the frac supply chain can be found here. Grab a cup of coffee and tuck into this report! There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Quick Thoughts On Last Mile: New Wellsite Storage Systems, Market Equilibrium, Throwing Shade, & more…
Some interesting last mile datapoints to know… 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 expired, please email us to …
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Infill Thinking Lifting the O&G knowledge curve