We are picking up some interesting chatter in the frac supply chain… 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 …
Read More »New Player Announces New Permian Sand Mine, Confirming A Previous Infill Thinking Report
Back in May we wrote about sand activity in southeastern NM. Today, one of the firms we identified as a potential new player in the area announced their intentions to bring capacity online. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »New Frac Sand Entrant Planning Local Sand Mine In Uinta Basin
New local sand capacity may be coming to the Uinta Basin… 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 »A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022
Sand demand is up but supply base is evolving too. Here’s how… 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 …
Read More »Mini-Mobile And Mini-Minimalist. 2 Permian Frac Sand Growth Projects Could Be Online Imminently [Exclusive]
There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… 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 …
Read More »First (And Now Only) Utah Local Sand Project Crosses Into New Terrain
There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… 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 »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 »The Miniaturization Of In-Basin Frac Sand Greenfield Expansion [Chart Of The Day]
With the days of large-scale in-basin mine construction vanishing, we wonder if the miniaturization trend this chart reveals is a precursor to the rise of mobile-mini plants? 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 »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 …
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