Infill Thoughts

In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

This week, we had a chance to catch up with another mobile mini plant pioneer to learn about their approach. This is the third mobile mini plant provider we’ve profiled since writing a deep dive on the theme a month ago, which got folks talking and has drawn out new …

With fewer greenfield projects actively under construction now than at any time in the past three years, we believe that nameplate capacity activations at large-scale fixed local frac sand plants are mostly in the rear-view mirror now. Here’s a data-driven assessment of local sand mine activity in the Lower 48, …

A look at a leading indicator in a key southwest market is the subject of this weekly rig count data spotlight.. 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 …

2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 …

We are able to put some important context around the first newsbyte about Hi-Crush’s mobile mine solution beyond their official announcement about the new division launch last week. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

  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 our current subscription options at [email protected]. (Current …

It’s been a week and a half since we first reported “Sandemonium” when the Permian surprisingly “ran out” of 100 mesh frac sand. Here’s an update on where things stand today followed by our answers to the most common questions Infill Thinking members are asking us as this situation continues …

This morning both Chevron and Exxon hosted conference calls. These are our key takeaways… 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 …

Since we first published this in-depth primer on Jan. 17, 2020 about the “in field” frac sand mining opportunity, the industry’s public conversation about mobile-mini plants has gone from zero to sixty in a heartbeat. We have begun to hear directly from other first movers with their own mobile-mini plant concepts. These solutions …