frac sand mine Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 20 May 2022 19:19:50 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png frac sand mine Archives - Infill Thinking https://www.infillthinking.com 32 32 Meet Another Leader In Frac Sand’s “In-Field Mine” Movement https://www.infillthinking.com/infill-thoughts/meet-another-leader-in-frac-sands-in-field-mine-movement/ https://www.infillthinking.com/infill-thoughts/meet-another-leader-in-frac-sands-in-field-mine-movement/#respond Thu, 13 Feb 2020 21:37:24 +0000 http://www.infillthinking.com/?p=28597 This week, we had a chance to catch up with another mobile mini plant pioneer to learn about their approach. This is the third mobile mini plant provider we’ve profiled since writing a deep dive on the theme a month ago, which got folks talking and has drawn out new competitors in this emerging field… …

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This week, we had a chance to catch up with another mobile mini plant pioneer to learn about their approach. This is the third mobile mini plant provider we’ve profiled since writing a deep dive on the theme a month ago, which got folks talking and has drawn out new competitors in this emerging field…

There’s a lot more to this story…

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5 Quick Tuesday Followups: Why ESG Matters, Utah Sand Update, Last Mile Capex Datapoint, E&P M&A, & Crude’s Nasty Reversal https://www.infillthinking.com/quick-thoughts/5-quick-tuesday-followups-why-esg-matters-utah-sand-update-last-mile-capex-datapoint-ep-ma-crude-thoughts/ https://www.infillthinking.com/quick-thoughts/5-quick-tuesday-followups-why-esg-matters-utah-sand-update-last-mile-capex-datapoint-ep-ma-crude-thoughts/#respond Tue, 14 Jan 2020 17:23:16 +0000 http://www.infillthinking.com/?p=28426 In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered. We are sharing these followups in the five-point list below: 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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In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered.

We are sharing these followups in the five-point list below:

There’s a lot more to this story…

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In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot https://www.infillthinking.com/infill-thoughts/in-other-news-frac-pump-cost-risk-utah-sand-mine-scuttled-last-mile-cash-crunch-water-ma-follow-up-rif-alert-more/ https://www.infillthinking.com/infill-thoughts/in-other-news-frac-pump-cost-risk-utah-sand-mine-scuttled-last-mile-cash-crunch-water-ma-follow-up-rif-alert-more/#respond Fri, 10 Jan 2020 03:53:42 +0000 http://www.infillthinking.com/?p=28378 In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 …

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In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention…

There’s a lot more to this story…

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E&P Operator Announces A New Vertically Integrated 2mmtpa Frac Sand Mine For The Eagle Ford / Austin Chalk https://www.infillthinking.com/quick-thoughts/ep-operator-announces-new-vertically-integrated-2mmtpa-frac-sand-mine-eagle-ford-austin-chalk/ https://www.infillthinking.com/quick-thoughts/ep-operator-announces-new-vertically-integrated-2mmtpa-frac-sand-mine-eagle-ford-austin-chalk/#respond Mon, 12 Feb 2018 15:19:13 +0000 https://www.infillthinking.com/?p=14372 Here’s what you need to know about the latest frac sand mine. Is this news the beginning of more E&Ps vertically integrating in-basin sand with either purchases of in-basin mines or raw acreage upon which to build? There’s a lot more to this story… Login to see the full update…  To read this update and …

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Here’s what you need to know about the latest frac sand mine. Is this news the beginning of more E&Ps vertically integrating in-basin sand with either purchases of in-basin mines or raw acreage upon which to build?

There’s a lot more to this story…

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feature image credit: EIA

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New Movement On Petition To List The Lizard [Exclusive] https://www.infillthinking.com/quick-thoughts/new-movement-petition-list-lizard-breaking-exclusive/ https://www.infillthinking.com/quick-thoughts/new-movement-petition-list-lizard-breaking-exclusive/#comments Tue, 24 Oct 2017 21:55:55 +0000 https://www.infillthinking.com/?p=11505 Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking. 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 …

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Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking.

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US Silica Files Permian Mine Permit https://www.infillthinking.com/quick-thoughts/us-silica-files-permian-mine-permit/ https://www.infillthinking.com/quick-thoughts/us-silica-files-permian-mine-permit/#respond Mon, 26 Jun 2017 22:30:23 +0000 https://www.infillthinking.com/?p=8699 Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged… 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 …

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Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged…

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For Most Sand Miners, This Bad News Is Actually Good https://www.infillthinking.com/infill-thoughts/sand-miners-bad-news-actually-good/ https://www.infillthinking.com/infill-thoughts/sand-miners-bad-news-actually-good/#respond Fri, 02 Jun 2017 14:46:11 +0000 https://www.infillthinking.com/?p=8110 Is it counterintuitive to view a court ruling against an industry participant’s expansion plans as a good thing? Yes. However, in a niche where oversupply fears have crushed the stocks of publicly traded incumbents, maybe a legal governor on the expansion plans of the few can serve the greater good. Frac sand miners taking a …

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Is it counterintuitive to view a court ruling against an industry participant’s expansion plans as a good thing?

Yes.

However, in a niche where oversupply fears have crushed the stocks of publicly traded incumbents, maybe a legal governor on the expansion plans of the few can serve the greater good. Frac sand miners taking a utilitarian view should welcome this week’s Wisconsin Supreme Court ruling against one of their own in the short-run.

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Biggest Losers From Eagle Ford Sand Mining According To Emerge & Other Key Takeaways From Their Analyst Day https://www.infillthinking.com/infill-thoughts/biggest-losers-eagle-ford-sand-mining-according-emerge-key-takeaways-analyst-day/ https://www.infillthinking.com/infill-thoughts/biggest-losers-eagle-ford-sand-mining-according-emerge-key-takeaways-analyst-day/#respond Mon, 22 May 2017 22:10:21 +0000 https://www.infillthinking.com/?p=7726 Emerge Energy Services has been in the news quite a bit recently after hosting their earnings call earlier this month and making an Eagle Ford mine acquisition a few weeks before that. After all their recent disclosures, there wasn’t a whole lot of “new news” made at their analyst day last week in San Antonio, but …

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Emerge Energy Services has been in the news quite a bit recently after hosting their earnings call earlier this month and making an Eagle Ford mine acquisition a few weeks before that. After all their recent disclosures, there wasn’t a whole lot of “new news” made at their analyst day last week in San Antonio, but we did uncover four interesting points that are incremental to their narrative as well as a few new slides you’ll probably find interesting. In this update, we share what stood out to us…

 

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feature image credit: Emerge Energy Services investor presentation

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