The oilfield industry has many similarities to sports. Both are cyclical. Both have lots of turnover in winning strategies and players. Both have their fair share of larger than life characters and dynastic franchises. And a continual evolution of best practices in both sports and the oilfield is fueled by …
Read More »More… Still More. Another Local Sand Plant Is Going Vertical In The Permian
Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …
Read More »Permian Sandpatch Scattershooting: 5 Market Datapoints That Matter
After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update… To read …
Read More »Permian Perspective Part One: Where We’ve Been, Thank Yous, & Full Throttle Local Sand Consumption
Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »High Roller Sand Will Announce Their Grand Opening Next Week [Exclusive]
We had a chance to speak with this private new entrant’s management team and received an advance exclusive on news the company will be releasing to the broader market next week. All the details about this new in-basin sand plant’s startup are in the full article. There’s a lot more …
Read More »How Does Permian Basin Dune Sand Look In The Lab? [Charts & Analysis]
For this update, Lonquist & Co. has shared some independently collected West Texas frac sand sample data with Infill Thinking. The results establish some third-party benchmarks for locally-sourced Permian proppant specs. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »New Frac Sand Entrant Opens A 3mmtpa Permian Mine, Plans Second Site [Exclusive Details, Photos, First Look]
Infill Thinking visited the third Permian Basin frac sand mine to come online back when it was under construction in August. With the plant coming online last week, we share exclusive details from our time on site with management as well as the very latest on the startup from our …
Read More »Read The Preferred Sands Response To Recent In-Basin 40/70 Criticism
The debate around in-basin 40/70 grade frac sand quality heated up earlier this week when one Permian sand producer argued vigorously that customers will not buy local 40/70 because it is too fine and fragile. Preferred Sands, whose West Texas reserve profile is 50% 40/70, shared their response to this …
Read More »