Earlier this week we shared five talking points from our sideline conversations at the Petroleum Club’s completion supply chain conference last week. We wrap up our event coverage today with these additional points from our conversations. There’s a lot more to this story… Login to see the full update… To …
Read More »Sideline Stuff We Heard At The Petroleum Connection’s Frac Sand Supply & Logistics Conference Last Week
Everyone knows that you often learn just as much in the side hallways of industry events as you do in the main hall. In that vein, here are 5 interesting things that we learned in conversations with industry contacts at the event. These are pretty dense and provide plenty of …
Read More »Hot Takes From The Big Stage During Last Week’s Local Sand & NWS Panels At The Petroleum Connection Event
Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …
Read More »Monarch Silica Is Ramping In The Eagle Ford [Eagle Ford Stops Along The Road]
Last week during our Eagle Ford market intel gathering trip (see big picture highlights here), we stopped by the Monarch Silica frac sand production facility situated about 20 miles due south of San Antonio. In our meeting with management at the location we learned that… There’s a lot more to …
Read More »Tying It All Together: Mapping Logical Destinations For Utah Local Frac Sand [Part 4/4 Utah Sand Series]
We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …
Read More »Differentiated Logistics Play First Fiddle At Hi-Crush
17 photographs of physical operations appear in the new Hi-Crush slide deck released alongside their earnings report on Tuesday evening. 10 of these images depict… 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 »A Fleet Of ~60 Late Model Pneumatic Sand Trailers Hits The Auction Block In Texas
Boxes vs. pneumatics? It’s a long standing argument. Even without that competitive dynamic, it’s been tough in the sand hauling business with rates under pressure for the past 12-24 months. Here’s the latest datapoint we’ve picked up with implications for the frac sand hauling market… There’s a lot more to …
Read More »Last Call For Summer Survey…Polls Close This Evening
At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our membership roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. We are also very aware of what the key debates …
Read More »The Top Ten Infill Thinking Updates Of 2Q19 In Sand & Water
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 »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 »