Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …
Read More »Last Week’s Freeze Was Another Non-Event For Permian Sand Suppliers
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 »Another Super Major Slashes Shale Budget
We had expected and modeled a significant spending decline, but not quite this big. 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 …
Read More »A Frac Sand Mine M&A Deal Has Been Struck [EXCLUSIVE]
A frac sand plant in South Texas has traded hands – read the scoop 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 a member. If you are new to Infill Thinking, or …
Read More »FCI Is Building For A Bigger Future [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, 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 »5 New Things At Signal Peak Silica’s Busy Flagship Plant [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, 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 »Reliability Trumps Looks In Sand Mining, But Bigfoot’s Got Both [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, 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 »The Reliability Mission At Superior Silica Sands Is Paying Off [Notes From Behind The Gate]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, 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 »You’ll Be Seeing More Of These Labs At Mines And Fracs Across The L48… [Notes From The Road]
We spent several days in late-August 2024 driving 1,000 miles around Eagle Ford gathering completions market intel and facility information. Our tour included multiple hosted facility tours, 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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