A mine permit may open the door, but financing, market conditions and a committed customer can determine when a project is actually ready to walk through it. 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 »Catching Up With A Haynesville Frac Supply Chain Leader
We caught up with a Haynesville frac supply chain market leader this week… 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 …
Read More »“Area 51” Has Opened – Following Up With Haynesville Damp Sand Pioneer On Expansion
This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year… There’s a lot more to this story… Login to see the full update… To …
Read More »Badger Taylor Is Built (And Run) To Last [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Here Is Why Covia Tunnel City Has Run For A Decade Without Pause [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »HC Minerals Wyeville Is A Northern White Sand Standout [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »General NWS Observations Firsthand From Wisconsin [Road Notes & Photo Slideshow]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you general market insights from our time on the road… There’s a lot more to this story… Login to …
Read More »Logistics Driven Efficiencies On Display At Smart Sand’s Huge Oakdale Facility [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Sierra’s Plant And Product Are Evolving To Better Serve Dynamic Haynesville Frac Sand Demand [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »The Haynesville’s Damp Sand Pioneer Is Expanding In Anticipation Of An LNG Frac Boom [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
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Infill Thinking Lifting the O&G knowledge curve