Quick hits to catch you up to speed on interesting completions supply chain datapoints. 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 »Atlas Conference Call Takeaways
Elaboration from conference call on breaking M&A deal news in frac sand this morning… 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 »Atlas Sand Has Shipped First Tons From Kermit Plant
First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release 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 …
Read More »Permian Frac Sand Suppliers Are Gathering This Week To Form An In-Basin Consortium [Exclusive]
On Wednesday, the fierce competition that has characterized the Permian Basin frac sand rush all year will be put on hold for a couple hours. We have exclusive details on why and what’s going on in this update… There’s a lot more to this story… Login to see the …
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