Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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, …
Read More »Utah – Get Me Two! [NEW MINES & DATA UPDATE]
This week, we learned more about new local frac sand mines planned for a basin in the Lower 48 and updated an Excel database for clients to download. 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 »New Local Sand Mine In Bakken Is Off To A Strong Start [Exclusive]
We caught up with a Bakken new entrant and learned a lot of new details 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 …
Read More »Here’s What The Boots On The Ground Say About Active Frac Crews, Basin-By-Basin [Data Table]
We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …
Read More »A Brief History Of The Flaring Dialog Between E&P CEOs & Investors
In a separate update earlier this week, we quantified a new kind of flaring intensity index. Today we explore the qualitative side of this trend, distilling over 1,000 executive/investor conversations about flaring over the past decade and a half into this 5-minute-read summary. There’s a lot more to this story… …
Read More »Green Light On Bakken Local Sand Project
In a meeting on Wednesday morning, county officials approved the latest… 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 »Greenfield News – More Bakken Local Sand Plans In The Works
A new entrant sand miner launched last last year is quickly advancing a brand new local frac sand mine project for the Bakken through the local permitting process in North Dakota. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Local Sand Capacity In “No Growth Mode” Everywhere Except Two Regional Markets… [Chart Of The Day]
In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …
Read More »Frac Sand Scattershooting – Bakken Bump, Permian Puzzler, Last Mile Solution Construction, and more…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »County Officials Vote Thursday On The Second Local Bakken Frac Sand Mine Site
Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 …
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