New details on a privately-held last mile logistics solution in the frac supply chain. 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 …
Read More »Technical Reports On Atlas Kermit & Monahans Sand Mines
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. 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 »Atlas Sand Plant Utilization Approached 100% Of Nameplate In 2022 & Other IPO Takeaways
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. 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 »Atlas Files IPO, +5mmtpa Permian Sand Capacity, $400mm Conveyor Price Tag, Autonomous Wellsite Delivery & more!
This is a developing story… 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 »Frac Sand Mine Activity Growth Rate Cooled In 4Q22 [Chart Of The Day]
Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update… To read …
Read More »Quantifying A Contributing Factor In The Sudden Permian Sand Tightness This Week [Chart Of The Day]
This week we’ve heard some anecdotes about the frac market that sent us into our data library to provide some context with hard numbers for a very important trend… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »The First Test Of 2023 – Permian Sand Market Suddenly Tightened This Week
Permian local sand availability is… 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 »5 Shale Wildcards That Could Make 2023 Real Interesting
Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
Read More »Mineral Market Math: How Much Cheaper Is Damp Sand Than Dry Sand?
A question we get from industry contacts from time-to-time is “what’s the price spread between wet and dry Permian sand.” So here we did some math and reverse engineered a wet/dry price spread… interesting exercise, and we share it plus some implications. There’s a lot more to this story… Login …
Read More »The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt
Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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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