A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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 …
Read More »A Microproppant Mill Lands In The Eagle Ford
We had a chance this week to catch up with the owner / operator of an interesting and unique new frac sand facility that has just landed in the Eagle Ford Shale. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »The Straight Skinny On A New Greenfield Local Sand Project In Utah
After reporting last week that Black Mountain has sold… 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 »The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction
Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. 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 »Sand Customers Talk Supply Chain – From Damp Sand To AI To Bundling, Proppant Type, Volume/Well & More…
When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 Local Sand Industry Pulls Ahead Of Its Westerly Neighbor [Chart Of The Day]
Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 »The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]
Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 »Frac Sand’s Downtrend Concisely Articulated
We believe this market color bears repeating verbatim here, and we quote: 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 »2 Smart Takes On The Latest Shots Fired In The White vs. Brown Sand Debate
A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think 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 »Eagle Ford Frac Sand Producer Takes Plant Equipment Vendor To Court
Frac sand is highly litigious and public legal records often shed light on behind the scenes operational and market naunces. In this update, we summarize some intel revealed in the allegations of a new legal matter in the sector… There’s a lot more to this story… Login to see the …
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