Quick Thoughts

The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …

Some quick thoughts on what can only be described as a shocking court judgment this week in the last mile space. 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 …

Our investigative reporting reveals the latest on the MidCon mining front. 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, …

Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24: “Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, …

Late breaking news tonight of the unfortunate variety. Updates are being posted as we learn more… 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, …

Eagle Ford local sand update. 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 discuss our …

Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update…  …

We obtained and review new pleadings in the public record with implications for frac sand’s last mile logistics market this morning. We also exclusively received a statement in response from the named defendant. Login to read more. There’s a lot more to this story… Login to see the full update…  …

Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! 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 …