Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Local Frac Sand Mining Enters A New State, While The Original North Dakota Mine Closes [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »U.S. Frac Sand Mines Worked Harder During 2Q24 [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Pressure Pumper Sand & Last Mile Capabilities [QUICK SHEET]
Ever wonder how different pressure pumpers approach frac sand supply chain and what assets they have at their disposal to bundle frac jobs? Here we provide analysis on how pumpers that provide 80% of the frac service in the U.S. approach frac sand integration… There’s a lot more to this …
Read More »Sand Production Trends By Region As We Analyze 1Q24 Lower 48 Mine Activity [Data Alert]
Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. 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 …
Read More »Everything You Could Possibly Want To Know About The NWS Plant Reopening Soon
Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update… To …
Read More »Frac Sand Mine Activity Growth Rate Cooled In 4Q22 [Chart Of The Day]
Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update… To read …
Read More »Local Sand Comes Of Age – A Look At The Average Age Of In-Basin Plants Across Shale
It’s hard to believe that it has been 6 years since this happened: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape [Exclusive Details] July 2022 was the 5-year anniversary of the opening of the Permian Basin’s first local sand plant. While some other basins …
Read More »Frac Sand Mine Activity Reaches New Post-Covid Highs [Chart Of The Day]
Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 »Profrac’s Sand △
A study of ProFrac’s Sand strategy… 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 us to …
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