We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you general market insights from our time on the road… There’s a lot more to this story… Login to …
Read More »Logistics Driven Efficiencies On Display At Smart Sand’s Huge Oakdale Facility [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Frac Market Buzz – 7 Brief Bullet Points From The Field To Your Desk
From the field to your desk, here are things to know in the frac market today… 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 »Sand Truck Fleet Ranking Takeaways From A New Data Download [Data Alert]
Today, we are introducing a new Excel download for data clients tracking frac sand hauling fleets, primarily in the Texas completions market. 5 key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »In Other News… Frac HHP Pricing Turbulence Continues, Sand Hauler Push/Pull Anecdotes, Eagle Ford Trip Next Week, Liberty Talks Supply Correction, & more…
We round up 7 interesting datapoints 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 to Infill Thinking, or your membership has expired, …
Read More »Haynesville & MidCon Sand Supply Stack Trends [Data Alert]
Key takeaways from new premium data… 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 email us to …
Read More »ProFrac Confirms AST Acquisition And Idles A Haynesville Mine As Soft Frac Market Conditions Weigh On Results
What to know form ProFrac earnings 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 Infill Thinking, or your membership has expired, please email …
Read More »Efficiency Is The Name Of The Game In Frac – Completions Ops Datapoints From Public E&Ps
We present a summary of some frac operations updates that all completions folks should know about… 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 »Atlas Says Permian Spot Sand Prices Approaching Breakeven Will Force Competitor Plant Shutdowns
Sand market takeaways we learned from the latest Atlas earnings report… 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, …
Read More »In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 …
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