Tag Archives: supply chain

We look forward to meeting up with industry friends later this week in San Antonio at the big sand conference hosted by the Petroleum Connection. Here’s a quick event preview… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We digested new datapoints from ProFrac 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, or your membership has expired, please email us …

A big article on wet sand and “mini-mobile mines” in the press this week drove inbound from Infill Thinking members seeking data clarification on the trends. Some context on mobility and adoption rates / volume is needed here… There’s a lot more to this story… Login to see the full …

This year, sand producers are mostly demonstrating a focus on returns and capital discipline over growth. This behavior mirrors what we are seeing in E&P and drilling and completions. We discuss how this is translating into pricing, supply and demand fundamentals and provide numbers in this post. There’s a lot …

We’ve got an exclusive scoop on a new frac sand plant opening in the Permian Basin 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 …

Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services… 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, …

Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 …

Do you have access to the sand price benchmark data that your competitors are using to judge the market? 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 …

Here is a look at how proppant moves in the completions industry and who is moving it. 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 …

Could a frac sand greenfield project stalled by financial distress in the last cycle finally come full circle and serve the SCOOP/STACK frac market? 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 …