Late breaking news tonight of the unfortunate variety. Updates are being posted as we learn more… 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, …
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Vertically Integrated Eagle Ford Sand Will Be Loading Out Significantly Sooner Than Anticipated
Eagle Ford local sand 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 new to Infill Thinking, or your membership has expired, please email us to discuss our …
Read More »2 New Permian Frac Sand Plants Are About To Materialize Out Of Thin Air [Exclusive]
Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. 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 »Private Companies Have Leveraged In-Basin Exposure To Take Frac Sand Market Share [Chart Of The Day]
Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update… …
Read More »CIG Fires The First Shots In A Brand New Last Mile Logistics Dispute… And Gets A Volley Back
We obtained and review new pleadings in the public record with implications for frac sand’s last mile logistics market this morning. We also exclusively received a statement in response from the named defendant. Login to read more. There’s a lot more to this story… Login to see the full update… …
Read More »Black Mountain Does It Again & Enters A Fourth Local Sand Market [Infill Thinking Exclusive]
Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! 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 »Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]
We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. 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 »The Path To 450+ Truckloads Per Day For Atlas Sand [Chart Of The Day]
About one week ago, the first truckload of finished frac sand left Atlas Sand’s gate in Kermit. Check out the latest on their ramp in this 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 …
Read More »Big And Unexpected Management Changes At Solaris
More details to follow… 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 current …
Read More »Atlas Sand Has Shipped First Tons From Kermit Plant
First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release here. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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