We have confirmed that a new sand plant we’ve long speculated about is real and progressing towards imminent shipping. 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 »Follow Up: Triangulating On The Customer At The Newest Permian Basin Damp Sand Proximity Mine
We did some data mining on a new plant startup last week to figure out who is pumping its 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 …
Read More »+1 Permian Basin Damp Sand Proximity Mine
A new plant startup this week makes good on an Infill Thinking prediction from two months ago. 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 …
Read More »Just How Much Damp Sand Is Really Going Downhole In The Permian These Days?
Lots of people talk about wet sand. We quantify it – mine by mine, crew by crew, operator by operator – to put some context on market penetration. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Getting A Better Handle On The Latest Novel, Niche Wet Sand Logistics Innovation
There’s a fascinating niche / novel approach to wet sand management on the wellsite happening in the Permian right now… We break down the project in some detail to better understand how widespread this could become in the future… There’s a lot more to this story… Login to see the …
Read More »Enter Prometheus – A New Final Mile Solution Purpose-Built For Wet Sand [Exclusive]
After talking with the creators behind it, we learned some interesting stuff about the frac sand supply chain’s second wet sand storage system for final mile… 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 »More Damp Sand In Permian As Producers Work With What They’ve Got
In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …
Read More »E&P Comments On Frac Sand Picking Up But Still Lag New Market Realities
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update… To …
Read More »Sand Buyer Headaches Are Now Turning Into Migraines
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and the headache is turning into a migraine. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »White Sand, Wet Sand, Railed Sand, What Sand?
Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and we’ve got some new information on wet sand and white sand to share! There’s a lot more to this story… Login to see the full update… …
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