Today we have updated our Permian sand plant database for several new in-field facilities. Here are key takeaways… 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 expired, …
Read More »Screening Earnings For Frac Sand Market Intel
This earnings season, sand talking points were fairly muted as supply chain comments were more focused on big picture inflationary trends and constraints (there are more urgent items for procurement teams than sand lately). That said, among our contacts “offline” the discussion around sand is… There’s a lot more to …
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 »Things We Heard From Friends In The Sand Patch This Week
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. In this update we get in the weeds to give you insight on …
Read More »Frac Sand Is Busy And Boring Right Now
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… There’s a lot more to this story… Login to …
Read More »The Big Reveal On The 2nd Mobile-Mini Deployment In The Permian Basin…
Three weeks ago, we wrote about a new Permian sand mine opening. Now we know the rest of the story…. 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 App-Based Sand Hauler To Watch… Plus 6 Other Notable “Research Quick Hits” In The Frac Supply Chain…
We hear lots of things. Some of them bear repeating… 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 expired, please …
Read More »How Many Meshes Do Shale Wells Really Need?
As most Infill Thinking readers know, E&P operators often require their pressure pumpers to use multiple size grades on shale / tight oil wells. In fact, several grades are often used in the same stage. Is that about to change? There’s a lot more to this story… Login to …
Read More »A Dozen Or So Notable Frac Supply Chain Datapoints
We hear lots of things. Some of them bear repeating… 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 expired, please …
Read More »Sand Customers Talk Supply Chain – From Damp Sand To AI To Bundling, Proppant Type, Volume/Well & More…
When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 …
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