This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …
Read More »Discontent. Revolt. Walkout. Will Sand Haulers Go On Strike To Protest Rate Cuts?
For distressed last mile players, a last resort move might be in the works. 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 »Last Mile Rate Sheet Woes Foreshadow Potential Sand Hauling Capacity Exits
Over the past couple weeks, our industry contacts have been buzzing about some… 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 …
Read More »Sand Pile Frac Jobs Faced Their Weather Nemesis Head On This Week
As the frac supply chain evolves, new risks manifest in wellsite operations. In this update, we discuss the interaction of … 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 »A Sand Hauling Leader Goes All-In On CNG Fleet Recapitalization
We had a chance to learn about a cutting edge emissions reduction / cost out strategy in frac sand’s last mile. 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 »Where Will The Permian Pile Count Go From Here? [Pile Thoughts Part 2]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 …
Read More »How Many Damp Sand Pile Systems Are On Permian Pads Today? [Pile Thoughts Part 1]
After a recent report, we got some inbounds from multiple readers asking the same question, so here you go! 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 »US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 …
Read More »PropX Sand Scorpion Makes Wet Sand Look Easy [Site Visit Notes & Photos]
We had a chance to visit a live frac job with PropX to see their latest wellsite innovation in the frac supply chain – a box tipping system called Scorpion that makes wet sand handling look easy. There’s a lot more to this story… Login to see the full update… …
Read More »Wet Sand Revolution – A Dual Solution Launch [Notes From The Road & Yard Demo]
On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login …
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