Several recent datapoints may start to answer a key question holding up frac sand consolidation: who will the buyers be? Everyone in frac sand expects M&A…eventually… But the biggest hold-up to a deal flurry in the past 12-24 months has been a… There’s a lot more to this story… Login …
Read More »When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling
Action against an industrial plant has read-through to Texas local frac sand mining… 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 …
Read More »Industrial Sand Goes To Washington [Friday Guest Post]
From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on what this industry advocacy group is doing in the Nation’s Capital these days… …
Read More »The Last Brady Frac Sand Mine Standing Will Rebrand To Focus On Industrial End Markets
Market intel on the Brady frac sand supply stack. 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, please email …
Read More »Permian Sandpatch Scattershooting: 5 Market Datapoints That Matter
After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update… To read …
Read More »You Know Things Are Tight When O&G Buyers Seek Out Industrial Cross Sellers [Boots On The Ground Report]
Last week in the Eagle Ford, we drove by an industrial sand mining operation 30 minutes south of San Antonio. We did an abrupt u-turn when we saw a certain type of truck picking up there… There’s a lot more to this story… Login to see the full update… To …
Read More »In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A
In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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. …
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