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. …
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Silica Valley: Digitalizing Wet Sand Piles
Back in 2018 / 2019, Infill Thinking featured a series called Silica Valley in which we profiled emerging software platforms in frac sand logistics / wellsite storage. At the time, different firms were developing and rolling out proprietary digital systems for last mile optimization and inventory tracking. The software …
Read More »ProFrac Replacing Diesel Fleets With Next Gen Pumps/Power Gen, & Navigating Price/Activity Challenges
What to know form ProFrac earnings 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 Infill Thinking, or your membership has expired, please email …
Read More »2024 Has Been A Record Consolidation Year In Permian Frac Sand [Chart Of The Day]
Data-driven market analysis of bargaining power and market share for Permian frac sand suppliers… 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 »ProPetro Ceases Diesel Fleet Investments, Still Building / Ordering E-fleets
Get the latest market outlook for a key Permian frac player. 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, …
Read More »Atlas Expects Peers To Close Permian Sand Mines In 1H2025… & Other Earnings Takeaways
Sand market takeaways we learned from the latest Atlas earnings 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. If you are new to Infill Thinking, or your membership has expired, …
Read More »Talking Produced Water And All That Implies At The Houstonian – 5 Key Points
Here we bring you hot takes on water from Houston. 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, …
Read More »In Other News… Budget Exhaustion Datapoints, E-Frac OEM Updates, 2025 E&P Capex Hints, A New Local Sand Basin, & Cudd’s Outlook
8 datapoints you should know if you work in frac in a concise package that’ll take you 5 minutes to digest… 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 »Permian Frac Procurement Is Becoming An Oligarchy Of Buyers [Chart Of The Day]
Here we bring you an data-driven view of sand buyers. 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 …
Read More »NexTier’s Fleet Is Adapting To New Frac Market Realities
This week, we digested an update from a frac market leader… 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, …
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