Tag Archives: permian basin

We traveled into the heart of the Permian to see a new wet sand pile system 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 a member. If you are new to …

Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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. …

Thoughts, data, analysis and context on the breaking M&A deal news in frac sand this 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, …

We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 …

We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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. …

The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 …

We caught up with the team behind new wellsite innovation that is gaining traction in the frac supply chain. 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 …

Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …

Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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, …

We’ve looked a lot at mines vs. lizard in recent research, but what about D&C activity vs. the lizard? 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 …