Over the past couple of weeks, posts have surfaced on LinkedIn showing a novel approach to wet sand container management from PropX (like this one, this one, and this one). Below is a slideshow with some of the videos and still shots we have seen surfacing online, followed by the …
Read More »10 Friday Follow Ups: In-Field Mine News, Damp Sand Trends, H2O M&A, Minions, Debris Fears, Permian Oil Oops, OCTG, & More…
Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports. We dig into some of these with quick hits here… Some, like the evolving Pioneer fleet turnover situation (which we predicted in advance) were …
Read More »US Silica Is Mostly Sold Out Through 2024, But Still Not Adding Sand Mines
US Silica provided positive earnings and outlook this morning. Here are 5 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 Thinking, or your …
Read More »Minions On The Wellsite? Another New Storage System Emerging From Canada
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 …
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