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 »A Potential Game Changer In The In-Basin Sand Story…
Infill Thinking participated in the Petroleum Connection’s frac sand conference in San Antonio this week. We will share a full recap of our key takeaway in a piece early next week – we learned quite a bit on the sidelines of the show as well as during several of the …
Read More »Of ‘Quartz’ You Can Pump In-Basin Sand In The Permian [Guest Post]
We first learned that Wood Mackenzie had conducted an independent study on the performance of local sand downhole in a tweet from Robert Clarke, the firm’s Lower 48 upstream research director who some of you may have met at our recent member meetup in Fort Worth. Respecting Robert and Wood …
Read More »Clearing Up The Erroneous Rhetoric Being Thrown Around In Opposition To Local Permian Sand [Guest Post]
Today’s guest post comes to us from Hunter Wallace who is Chief Operating Officer at Atlas Sand. Something we appreciate about Hunter is that he’s not shy to voice his beliefs with a high degree of conviction. Those of you that attended the Petroleum Connection’s frac sand conference last October …
Read More »US Silica Says It Feels A Little Like The Good Old Days For Northern White
In the pithy bullet points below, here’s what all frac supply chain folks should know from US Silica’s remarks on their earnings call 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 …
Read More »A BIG Change In The Rate Of Change For Union Pacific’s Frac Sand Business [Chart Of The Day]
Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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 »Permian Sandpatch Scattershooting: 5 Market Datapoints That Matter
After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update… To read …
Read More »Whistling Past The Graveyard [Chart Of The Day]
Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… Login to see the full …
Read More »Permian Perspective Part One: Where We’ve Been, Thank Yous, & Full Throttle Local Sand Consumption
Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »The Curious Case Of Northern White Trains In February 2019
This is the talk around sand town in February 2019. It is interesting. And it may be too soon to stick a fork in NWS 40/70 just yet… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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