In this update, we ponder a proppant transport angle that might be a tangential angle on a new trend that local sand plants can exploit to fend off substitution risk and E&Ps can use in as an alternative to heavily patented pet coke proppant… There’s a lot more to this …
Read More »In Other News… Frac People On The Move, Trucking Still Tight, Frac’ing Down Under, & more…
In this update, a round up of quick hits you should know about if you participate in the frac supply chain… 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 »5 Points From Our Field Checks As 2025 Begins – Sand NPT, 4Q Slowdown, 1Q Rebound, & More…
We checked in with a variety of oilfield market participants around the holidays and early days of 2025 to get a read on some key seasonal factors. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Exxon Confirms Infill Thinking Reporting About Using Non-Sand Proppant
Exxon is disclosing something today that could have folks in the frac supply chain buzzing for weeks. 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 …
Read More »All Eyes On Exxon… Ten Things To Tune In For…
What’s Exxon going to divulge about their Permian development strategy post-Pioneer next week? We share things we are tuning in for in this post here… 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 …
Read More »Tracking Trucking In Frac [Data Alert]
Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »ProFrac Replacing Diesel Fleets With Next Gen Pumps/Power Gen, & Navigating Price/Activity Challenges
What to know form ProFrac earnings this 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, please email …
Read More »Atlas Expects Peers To Close Permian Sand Mines In 1H2025… & Other Earnings Takeaways
Sand market takeaways we learned from the latest Atlas earnings report… 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, …
Read More »Badger Taylor Is Built (And Run) To Last [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Here Is Why Covia Tunnel City Has Run For A Decade Without Pause [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
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