During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …
Read More »A Chat With The Management Team Behind Another New Texas Greenfield Proppant Project [Exclusive]
After seeing a social media post about another Texas frac sand startup, we were able to contact management to learn a whole lot more about the newest kid on the sand block. Check out our exclusive here… There’s a lot more to this story… Login to see the full update… …
Read More »High Roller Keeps Rolling… Meet The New Old Permian Dune Sand Miner
Construction is in the advanced stages on two new High Roller Sand plants, a story that broke first here back in September. This week, we got the latest scoop on this outfit that keeps rollin’ rollin’ rollin’ rollin’… There’s a lot more to this story… Login to see the full …
Read More »Texas Swing: A Game-Changing Last Mile Logistics Bill Has Been Drafted. Here’s What We Know… [Exclusive]
Rumblings are growing louder about a potential new Texas law that could carry some weight in how sand travels in Texas’s last mile market (pun intended). In this exclusive report, check out what we’ve learned about the potential legislative change. There’s a lot more to this story… Login to see …
Read More »Railing Local Permian Frac Sand WITHIN The Basin Just Got Real [Exclusive Details]
Last October, we published research introducing the idea of railing locally-mined West Texas frac sand within the Permian Basin. At the time, we wrote that the concept could gain traction in 2019. It has gained traction. We’ve learned new and exclusive details about the concept’s adoption… log in to read. There’s …
Read More »Last Mile Yard Driveby Confirms Shingle Swap, Closing The Loop On A Recent Infill Thinking Report
In mid-December, Infill Thinking drew a conclusion based on a sighting of physical evidence we observed in the field. This week, we close the loop on that report with additional photographs (and this time they are conclusive, not speculative). There’s a lot more to this story… Login to see the …
Read More »Still More Sand: Meet The New Kid On The Eagle Ford Block [Exclusive]
Interested in the new entrants that are flying below the radar in the completions supply chain? Well… you’ve come to the right place. We’ve unearthed another new frac sand project that will likely come as a surprise to many market observers. In this update, you’ll find an exclusive report on …
Read More »New Details On An Eagle Ford Local Sand Project After Catching Up With Management…
We recently caught up with the management team behind a permit we found back in August to learn about this new Eagle Ford project. Login to learn exclusive details about this one in the full update… There’s a lot more to this story… Login to see the full update… To …
Read More »10 Things To Know About The New Haynesville Shale Mine Beyond The Press Release
Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. 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 »The First Truckloads Are Departing A Brand New Permian Mine’s Gates [Exclusive]
Infill Thinking members can log in to see another exclusive report. This time, we report on the newest Permian mine startup before the official announcement, which we expect to make headlines elsewhere later this week. There’s a lot more to this story… Login to see the full update… To read …
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