Tag Archives: west texas

  We caught up with a frac sand management team for exclusive details on growth plans they have in the works…   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 …

This is the kind of update we hate to write. 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 …

Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… …

Permian local sand availability is… 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 discuss our …

Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …

A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Mine-gate prices for Permian local sand are… 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 …

With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …

In the Permian Basin, frac sand production capacity growth has been… 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, …

For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …