Last week we previewed severe cold weather in the Permian here. We’d be remiss not to follow up, even though… 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 »Is This The One That Breaks Stuff? Permian Frac Supply Chain Bracing For Severe Cold Snap…
Sand in the Permian is already seasonally tight as we covered here last week. And now, mines face… 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 …
Read More »Eagle Ford And Haynesville Frac Supply Chains Are Bracing For Cold Weather Impact; Preparing For Potential Downtime
With the Eagle Ford and Haynesville now under winter storm warning, here’s what we are hearing from completions contacts in both basins… 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. …
Read More »5 Big Picture Impressions From “Sand Antonio”
This week we and about 300 other folks attended the biggest frac sand conference of the year. Hat tip to our friends at Petroleum Connection for bringing the industry together successfully once again. Infill Thinking founder Joseph Triepke and Lium senior analyst Alex Meleshko moderated two great panels at the …
Read More »Local Sand In The Land Down Under, Sandless Fracs, And 7 Other Notable Things Sand Customers Said Recently
A round up of notable sand nuggets… 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 to …
Read More »Previewing The Biggest Frac Sand Event Of The Year, Happening Next Week
We look forward to meeting up with industry friends next week in San Antonio for the biggest frac sand conference of the year. Our team is chairing two important panels: Shale Outlook Panel (11/19, 11am) • Joseph Triepke, Lium Research • Hayden Gillespie, Iron Oak Energy Solutions • Marcus …
Read More »Silica Valley: Digitalizing Wet Sand Piles
Back in 2018 / 2019, Infill Thinking featured a series called Silica Valley in which we profiled emerging software platforms in frac sand logistics / wellsite storage. At the time, different firms were developing and rolling out proprietary digital systems for last mile optimization and inventory tracking. The software …
Read More »ProPetro Ceases Diesel Fleet Investments, Still Building / Ordering E-fleets
Get the latest market outlook for a key Permian frac player. 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 »Permian Frac Procurement Is Becoming An Oligarchy Of Buyers [Chart Of The Day]
Here we bring you an data-driven view of sand buyers. 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 …
Read More »Water Is Bottlenecking Frac Jobs In A Basin Not Named Permian
Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield 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 …
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