Public record searches make good on an Infill Thinking prediction from a couple weeks ago, as we’ve been able to officially confirm a new mine that we’ve been anticipating… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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A Sand Hauling Leader Goes All-In On CNG Fleet Recapitalization
We had a chance to learn about a cutting edge emissions reduction / cost out strategy in frac sand’s last mile. 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 …
Read More »A New Permian Damp Sand Plant Preparing For Imminent Launch
We had a chance to learn directly from management about a new damp sand plant project we’ve been writing about from our own observations for a couple of months now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Chat About Frac Sand Strategy With Debt-Free Black Mountain’s C-Suite
Impressions, takeaways, and observations from phone time with Black Mountain Sand this week discussing their platform and latest strategic thinking in frac sand. 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. …
Read More »Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season
A round up of fleet counts… 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 …
Read More »ProFrac Throws Down The Gauntlet, Going After Market Share
ProFrac was the final pressure pumper to report 4Q23 earnings this week. And there were fireworks. Analysis, data, and context on why what they said matters so much in frac. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »A Look Behind The Gate At Vista Minerals’ First Damp Sand Plant [Mine Tour Notes & Photos]
Last week, we put boots on the ground in the Permian for a mine tour. Here are some takeaways… 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 »Frac & Wellsite Pile Storage Notes From The Road [Permian Field Trip]
Last week, we put boots on the ground in the Permian for a mine tour and a wellsite storage demo. We also put some miles on the truck driving out to some interesting sites to get eyes on some cutting edge activity. Here are some takeaways and photos from that …
Read More »Sand Mine Notes & Photos From The Road [Permian Field Trip]
Last week, we put boots on the ground in the Permian for a mine tour and a wellsite storage demo. We also put some miles on the truck driving out to some interesting sites to get eyes on some cutting edge activity. Here are some takeaways and photos from that …
Read More »Haynesville Mines Slow Down In Gas Crash, But A New Plant Is Coming… [DATA ALERT]
Important sand supply update in a Lower 48 nat gas basin. 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 …
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