Quick Thoughts

There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update…  …

Snow, trucking, and is there as much sand available as you thought??? We discuss all this and more with an update of the latest proppant market buzz. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… There’s a lot more …

In our final newsletter of 2020, we warned about the risk of driver absences wreaking some havoc in the frac supply chain (see this update). It happened. Here’s what we are hearing on the first business day of 2021 about the struggle to sand fracs: There’s a lot more to …

In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …

Anxiety is building with our contacts in the… 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 …

A quick update to our frac outbreak story from 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, you must be a member. If you are new to Infill Thinking, or your membership has expired, …

In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch and the sand patch crossed our desk this week. Here are eight points that are deserving of a quick mention. There’s a lot more to this story… Login to …

Leave it to us negative nellies to send out a mine closure data update to Think Sheets members on Thanksgiving Eve, but that’s just what we did last week. Here’s a big picture takeaway for all Infill Thinking members. There’s a lot more to this story… Login to see the …

In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …