Every year, sand trucking is a problem from Christmas through early-January. This year it appears to be worse than normal… 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 »Quick Thoughts
Texas Needs A Thousand More Sand Truck Drivers For 2022
A fair number of Infill Thinking members have written in or called recently about truck drivers. Specifically, folks are wondering if… 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 »Think Permian Frac Sand Is Getting Tougher To Find Now? Just Wait Until Next Year!
In this report we shift our gaze out a bit to the full 2022 picture and think through some supply/demand points that were not addressed in several recent Permian sand situation reports from Infill Thinking… There’s a lot more to this story… Login to see the full update… To read …
Read More »Here’s What $55 WTI Would Do To Frac Sand Demand Through 2023 [Chart Of The Day]
What would $55 oil do to frac sand demand over the next 24 months? Read on brave reader to find out! 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 »The Eagle Ford Continues To Be A Sand Seller’s Market
Last week, we reported on the chaotic Permian sand situation lately (read about that here and here). With all the attention being paid to the West Texas sand market, we’d be remiss not to comment on the Eagle Ford as well, where…. There’s a lot more to this story… Login to …
Read More »More Local Nameplate Capacity For The Permian Next Year
We have identified plans to bring online a new large-scale, permanent Permian frac sand plant – the first in quite some time… 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 …
Read More »Sunny Frac Sand Demand Forecast For The Permian [Chart Of The Day]
This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …
Read More »Wellsite Storage – A Supply Base In Decline [Chart Of The Day]
Most Infill Thinking readers remember the go-go days for wellsite storage systems. A few years ago, the new gen silo and containerized sand system solution providers like Solaris and SandBox and PropX couldn’t build systems fast enough. Then along came the second wave of new gen systems (like SandStorm, Sand …
Read More »All Eyes On Shale Well Cost Inflationary Trends
One of the biggest questions on our contacts’ minds about 2022 is how supply, freight, and labor cost inflation will factor into the US onshore E&P business. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Permian Water Threat Level Rising Fast – Emergency Order On The Table?
The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… 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 …
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