We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …
Read More »BREAKING NEWS: Schlumberger Enters The West Texas Frac Sand Mine Race
This news elevates the West Texas frac sand mining rush into a whole new stratosphere. It just went from something frac sand specialists were very focused on to something everyone will be focused on. The little sand dune mining story just went mainstream folks. At Infill Thinking, we’ve been covering …
Read More »Did The First Regular Shipments Of Permian Frac Sand Just Begin? Truck Traffic Suggests Yes…
Read what our local sources say about the very latest on Permian Basin frac sand development in this exclusive update. 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 »Who Doesn’t Have A Permian Sand Mine These Days? Why Not? [Notable Absence List]
As the list of “haves” grows longer, now seems like a good time to ask this question: who hasn’t joined in the rush and why not? Our inverted Permian mine list may actually be more interesting at this juncture than widely known announced facilities. There’s a lot more to this story… …
Read More »Permian Sand Mining Rush Makes The Front Page Of The Sunday Paper [Link]
The Permian Basin frac sand story is receiving attention from the local press out in West Texas. Some interesting incremental color emerged… feature image photo credit: Hi Crush’s Kermit site on Sunday July 24, 2017 front page of Odessa American There’s a lot more to this story… Login to see …
Read More »Fairmount Santrol Announces New Texas Sand Plant, Confirming Previous Infill Thinking Reports
An infill Thinking prediction was confirmed this morning as the Permian Basin sand rush continues to heat up… 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 »Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]
Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …
Read More »As A Kermit Sand Plant Posts 75 Job Openings, We Update Our Mine New Hire Estimates
Staffing up the new Permian frac sand mines is a challenge we first wrote about back in May. Lately, we’ve heard and seen more sand producers highlighting the issue as a barrier to entry (example). In this update, we share the latest on who’s hiring, how they are doing it, …
Read More »There Are More Mines Coming Soon To A Dune Near You. “Planned” Permian Capacity Now Exceeds Demand Forecasts
Last week, we published a current snapshot of the Permian Basin sand picture which subscribers can download in excel. This is an accurate snapshot of “known” future in-basin mines; however, we encourage readers to remain vigilant and not get too comfortable with any analyst’s estimates of planned in-basin capacity just yet. …
Read More »Permian Sand Mine Refresh: All The New Sites In An Excel Download
The Permian frac sand mine story has been moving at light speed. During conversations with several readers this week, we simply paused and marveled at the pace of newsflow in this trend. Even for those of us that keep up with the story very closely, reference points can quickly become …
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