“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 …
Read More »The Last Brady Frac Sand Mine Standing Will Rebrand To Focus On Industrial End Markets
Market intel on the Brady frac sand supply stack. 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 …
Read More »Heart Of Texas Railroad May Be Collateral Damage From The Brady Brown Shut Downs
The future of a piece of short line track has been jeopardized by the switch to local 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. If you are new to …
Read More »The Brady Brown Mothballing Epidemic Spreads
Over the weekend, we wrote about the closures at Covia’s Voca plants, which were subsequently announced by the company. But that’s not all… the Brady mothballing trend has escalated further this week… There’s a lot more to this story… Login to see the full update… To read this update and …
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