This week, we have an update on local sand mining activity incorporating boots on the ground datapoints… Not a data client of ours yet? Check out this video to learn more about our enhanced subscriptions… There’s a lot more to this story… Login to see the full update… To …
Read More »“Area 51” Has Opened – Following Up With Haynesville Damp Sand Pioneer On Expansion
This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year… There’s a lot more to this story… Login to see the full update… To …
Read More »Sierra’s Plant And Product Are Evolving To Better Serve Dynamic Haynesville Frac Sand Demand [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, 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 Haynesville’s Damp Sand Pioneer Is Expanding In Anticipation Of An LNG Frac Boom [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, 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 »Haynesville Sand Pricing Can Rebound Ahead Of Nameplate Utilization – Here’s Why
Economics 101 says that oversupplied markets have depressed pricing. But don’t forget Porter’s Five Forces… in this piece we discuss the interplay of two competing variables in the pricing equation that could have big implications for the future of frac sand pricing in Louisiana… There’s a lot more to this …
Read More »Haynesville Pressure Pumping Observations From The Field [BOOTS ON THE GROUND]
On Wednesday, we drove from dawn to dusk in the Haynesville shale. We managed to see 7 frac sand plants and 2 frac jobs that day. It was a great day for it too in the beautiful countryside around Shreveport. Here are some quick frac market nuggets from our time …
Read More »Haynesville Local Sand Suppliers Are All-In Despite The Bust [DATA ALERT]
This week, we have an update on local sand mining activity incorporating boots on the ground 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 …
Read More »Haynesville Mines Slow Down In Gas Crash, But A New Plant Is Coming… [DATA ALERT]
Important sand supply update in a Lower 48 nat gas 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 …
Read More »Fila-Mar’s K2 Sands Wet Pile System Field Demonstration Takeaways [Notes From The Road]
We traveled into the heart of the Permian to see a new wet sand pile system 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 …
Read More »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P market. 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 …
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