Interesting new data points on wet sand that buck the trend this year… 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 »We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert]
There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
Read More »How Many Wellsites Might Be Using Damp Pile Systems By Early 2024?
A new approach to wellsite storage gained traction this year. Here we consider how many units could be up and running next year… 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 »Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
Data driven context for damp 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 us to discuss …
Read More »Slurrying Sand To Stateline Frac Pads? Another New Permian Sand Entrant To Watch…
What’s the latest entrant in Permian sand mining up to? Something new? We discuss… 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 …
Read More »Railed Damp Sand To New Mexico Is On Hold
A sand mine made a bold and unprecedented offering in the Northern Delaware this summer. We checked in to see how it went over with customers… 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 …
Read More »In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more…
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 …
Read More »Who’s Using Wet Sand In The Permian These Days? [Updated E&P Adopter List]
Thoughts on wet sand usage by operators. 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 »More Details On U.S. Silica’s New Guardian Frac Fluid Filtration Systems [Post-Earnings Follow Up Call Takeaways]
We caught up with U.S. Silica’s O&G team to learn more about a new technology they are introducing at the wellsite… 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 »Open Season On Railed New Mexico Damp Sand Begins Wednesday – Pricing, Bid, and Capacity Details Here…
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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Infill Thinking Lifting the O&G knowledge curve