We recently checked in with the co-founders of a wet sand pile system provider and here is what we learned… 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 …
Read More »Wet Sand Market Penetration [CHART OF THE DAY]
Supplementary details to add context for a recent M&A deal 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 …
Read More »ProPetro Snaps Up Aqua Prop [ANALYSIS]
Info on a new M&A deal 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 email …
Read More »Wet Sand Quick Hits – State Of Play Summary
We’ve collected some interesting wet sand anecdotes through recent channel checks and a panel we moderated on wet sand at the Petroleum Connection’s conference conference in Houston earlier this month. Here we distill those conversations into a bullet point summary on the state of wet sand. … There’s a lot …
Read More »5 Big Picture Completions Market Takeaways From Houston Industry Conference This Week
This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …
Read More »Permian Wet Sand Demand [DATA ALERT & TAKEAWAYS]
First-of-a-kind analysis on Permian 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, please email us to …
Read More »Permian Local Sand Supply Update [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full 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. …
Read More »Fila-Mar’s K2 Sands Wet Pile System Field Demonstration Takeaways [Notes From The Road]
We traveled into the heart of the Permian to see a new wet sand pile system 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 …
Read More »Hate To Sound Like A Broken Record… But… +2 Permian Sand Plants… Again [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand 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 to Infill Thinking, or your membership has …
Read More »+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand 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 to Infill Thinking, or your membership has …
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