In South Texas last week, we drove out to 13 local mines and 1 rail terminal. We went behind the gate with management teams for discussion and site visits at about half those locations. It was a busy couple days! Starting today, you’ll find the market intelligence we’ve gathered shared …
Read More »Frac Supply Chain Takeaways From Meetings In Fort Worth
We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Wednesday in Fort Worth. This was the 16th reader appreciation event we’ve hosted in the past 2.5 years. Thanks to our highly engaged members, these events keep getting bigger and better. We also met with various …
Read More »Here’s The Latest On The Last Big Louisiana Frac Sand Mine Under Construction
During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …
Read More »Initial Thoughts From San Antonio: 10 Key Points On The Big Picture
This week, the Infill Thinking team attended and participated in the largest annual conference in the frac sand industry, which was hosted by the Petroleum Connection in San Antonio. Between serving as Master of Ceremonies for the conference and moderating an in-basin sand panel, our busy team met with many …
Read More »Pressure Pumping, Last Mile Logistics, And Wellsite Storage Observations From The Road [MidCon Recon Part III]
More notes from the road from the time our team invested researching the MidCon on location. 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 »Notes From Fort Worth Part One: Member Meet-up, Event Photos, Our Team Expands, And On To The MidCon
We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 …
Read More »Eagle Ford Notes From The Road: Another Lizard, More Mines, Road Damage, Silo Repairs, Coarse Demand, And More…
This month in South Texas, we spent the better part of a week meeting with industry contacts, touring facilities, and combing the field for interesting angles. In this update, we’ve distilled our yellow pad full of random notes into the following digestible bullet points. Please stay tuned for several more …
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