By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. Before we look ahead though, let’s take a minute to look back on how far we’ve come this year. There’s a lot more to this …
Read More »2022 US Oilfield Outlook Survey – Upcycle Maturation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 »US Silica’s Latest Frac Sand Market Outlook
US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… 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 »“The Good Old Days Of Sand Hauling Are Over” [EXCLUSIVE]
Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… There’s a lot more to this story… Login to see the full …
Read More »Articulating A Vision For The Future Of Frac Sand [Panel Preview]
We are looking forward to participating in the Petroleum Connection’s 10th Annual Frac Sand Supply & Logistics Conference. In advance of the event, we tip our hat to our friends at the Petroleum Connection for a decade of fantastic events in this sector – that’s quite a milestone and this …
Read More »Friday Photo Of The Day (Last Mile Intel)… & A Friday Follow Up (Groundwater Issues)
An interesting photo from the last mile logistics business crossed our desk – and we think we have the explanation. Plus we follow up on a guest post from about a month ago with more information and a video… There’s a lot more to this story… Login to see the …
Read More »US Silica’s Latest Frac Sand Market Outlook
US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… 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 »Limiting Factors For “In-Field” Mines – The Needful Boxes Aren’t Always Easy (Or Possible) To Check [Site Visit Addendum]
As an addendum to this week’s deep dive mobile-mini report from our site visit to see several in-field frac sand plants in person last week, we wanted to break out and highlight the limiting factors we see to this sand mining approach. There are some big insurmountable ones in our …
Read More »Full Steam Ahead (Without Emissions) For OnCore Processing’s Mobile Mini Mines [Site Visit Report / Pics]
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 »New Recruiting Platform Aims To Solve Sand Hauling Headaches…
An interesting development / newcomer arrives in the sand hauler recruitment scene… 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 …
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