An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 »The Big Reveal On The 2nd Mobile-Mini Deployment In The Permian Basin…
Three weeks ago, we wrote about a new Permian sand mine opening. Now we know the rest of the story…. 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 …
Read More »Sand Mine M&A, But Not The Consolidation Many Are Waiting For…
A deal has been reached that sees a long-standing frac sand mine change hands… 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 …
Read More »A 12th In-Basin Mine Is Spotted In The Eagle Ford As A Traditional Player Adds Both Northern White And Local Capacity
A 60-year old Northern White sand producer who has been selling proppant for the past 5-10 years is the latest company planning an in-basin frac sand entrance in Texas. We learned more details after conducting an exclusive interview with the company’s president this morning. There’s a lot more to this …
Read More »The First Truckloads Just Shipped From The 6th Permian Frac Sand Plant [Infill Thinking Exclusive]
Industry sources tell Infill Thinking that [NAME REDACTED] mine’s first truckloads are rolling out from their new frac sand plant near Monahans as you read this update. Login to see the plant’s name that is shipping and learn exclusive details about the planned ramp up here…. There’s a lot more …
Read More »New Frac Sand Entrant Opens A 3mmtpa Permian Mine, Plans Second Site [Exclusive Details, Photos, First Look]
Infill Thinking visited the third Permian Basin frac sand mine to come online back when it was under construction in August. With the plant coming online last week, we share exclusive details from our time on site with management as well as the very latest on the startup from our …
Read More »A Landman Turned Sandman Is Opening Two In-Basin Haynesville Frac Sand Mines
We take you behind the scenes in another market beyond the Permian that may be fully supplied by in-basin frac sand by the end of next year. The story of these new Louisiana sand mines reminds us that there is plenty of potential for in-basin deposits beyond the dunes of …
Read More »US Silica Hosted An Action-Packed Call Tuesday Morning: Permian Mines, Popup Transloads, & Sand Intensity Among The Highlights
US Silica’s 2Q17 conference call ushered in earnings season for Big Sand Tuesday morning, and the call certainly brought the fireworks. Here are the key points US Silica made Tuesday that we found most interesting, accompanied by our take: There’s a lot more to this story… Login to see the …
Read More »Did The First Regular Shipments Of Permian Frac Sand Just Begin? Truck Traffic Suggests Yes…
Read what our local sources say about the very latest on Permian Basin frac sand development in this exclusive update. 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 …
Read More »From West Texas Dunes, A Black Mountain Of Frac Sand Rises
Current members login here to read full story… West Texas Ranchers in Winkler County know the name Black Mountain Sand well. Now, operators in the Permian are getting to know the name Black Mountain Sand. Soon everyone that cares about frac sand will know the name. The company is working on the …
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