We look forward to meeting up with industry friends next week in San Antonio for the biggest frac sand conference of the year. Our team is chairing two important panels: Shale Outlook Panel (11/19, 11am) • Joseph Triepke, Lium Research • Hayden Gillespie, Iron Oak Energy Solutions • Marcus …
Read More »Silica Valley: Digitalizing Wet Sand Piles
Back in 2018 / 2019, Infill Thinking featured a series called Silica Valley in which we profiled emerging software platforms in frac sand logistics / wellsite storage. At the time, different firms were developing and rolling out proprietary digital systems for last mile optimization and inventory tracking. The software …
Read More »ProPetro Ceases Diesel Fleet Investments, Still Building / Ordering E-fleets
Get the latest market outlook for a key Permian frac player. 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 »Permian Frac Procurement Is Becoming An Oligarchy Of Buyers [Chart Of The Day]
Here we bring you an data-driven view of sand buyers. 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 »Water Is Bottlenecking Frac Jobs In A Basin Not Named Permian
Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield 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 …
Read More »First Loads Are Shipping From A New(ish) Haynesville Local Sand Mine [NOTES FROM THE ROAD]
We drove to a frac sand mine shipping their first loads last 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 …
Read More »A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready [NOTES FROM THE ROAD]
We visited a frac sand mine under construction this week. What we saw changed our perspective on… 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 »3 Fast Facts For Frac Folks To Know… People On The Move, Fracing Goes To Wall Street, & Field Chatter About Cuts
Today, we rounded up some fast facts folks in frac should know.. 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 …
Read More »The 2nd Expansion Phase In Local Frac Sand History Is Winding Down
Today we examine data on supply trends in frac sand. 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 »ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure
A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …
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