Over the past couple weeks, our industry contacts have been buzzing about some… 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 »Sand Pile Frac Jobs Faced Their Weather Nemesis Head On This Week
As the frac supply chain evolves, new risks manifest in wellsite operations. In this update, we discuss the interaction of … 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 …
Read More »A Sand Hauling Leader Goes All-In On CNG Fleet Recapitalization
We had a chance to learn about a cutting edge emissions reduction / cost out strategy in frac sand’s last mile. 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 …
Read More »Where Will The Permian Pile Count Go From Here? [Pile Thoughts Part 2]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 »How Many Damp Sand Pile Systems Are On Permian Pads Today? [Pile Thoughts Part 1]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
Read More »US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand 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 »Piling On In 2024 – New Wellsite Storage Player Is Betting Big On Damp Sand Growth [Exclusive]
Just before the holidays, we had an opportunity to connect with a new brand name in frac sand logistics to lean more about their system and growth. The platform is new, but the team has been in the O&G business for a while and is committed to bringing what they …
Read More »Large South Texas Sand Hauler Makes A Big Trailer Fleet Shift [Exclusive]
We caught up with a large sand hauler to learn about fleet strategy, payloads and more… 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 »Infill Thinking’s Top 23 Market Intelligence Updates Of 2023
2023 was a busy and turbulent year in shale. While E&P spending rose, oilfield activity was a lot more volatile (up early, down late), and vendor pricing deflation impacted multiple OFS verticals including pressure pumping and frac sand. With 2023 drawing to a close, here are some statistics on …
Read More »In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »
Infill Thinking Lifting the O&G knowledge curve