The past couple years of shockingly expedient frac sand disruption has taught us to expect the unexpected and never say never. Could a new concept proposed by an Infill Thinking reader be the next big game-changing step change in this unbelievably dynamic market niche? There’s a lot more to this …

In Infill Thinking’s big 2019 logistics preview last week, one of the topics we broached was whether late entrants in the frac sand wellsite solutions market will be able to displace the incumbent new gen solutions. We wanted to elaborate on that a bit today. Is it enough to simply build …

The Lower 48 market share battle in frac sand’s last mile has escalated again. Last week, we learned about three new gen solutions that are now targeting customer wellsites in the Lower 48 for the first time. There’s a lot more to this story… To read this update and receive our research …

In part three of our industry survey results presentation, we share what a whole bunch of smart Infill Thinking members think about key issues in the hydraulic fracturing market. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

In part two of our industry survey results presentation, we share how a whole bunch of smart Infill Thinking members shake out on key 2019 frac sand market debates. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

This month, we asked Infill Thinking members a series of questions about the outlook for 2019. Our survey honed in on key debates in the turbulent US onshore oilfield service business. A whole bunch of smart people weighed in; here’s what they had to say… just as year-ahead planning starts …

By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… To read this update and receive our …

At Infill Thinking, we are very aware of what our greatest asset is. Without a doubt it is our members roster. We are honored to have on this list some of the most accomplished executives in the US onshore business. Soon the rest of the oilfield market will shift their …

We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it here… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

Schlumberger went to town on a long-term risk in the Permian that we have been calling an existential threat for several quarters now. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

A couple weeks ago in Fort Worth, we noticed that a particular topic related to the logistics of Permian dune sand seemed to be coming up more frequently in the industry discourse. It’s an idea we’ve all heard talked about since the first local sand mine popped up in Kermit …

The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… To read …

The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get …

Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… To read this update and receive …

Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your …