Tag Archives: frac sand

A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share. In this update, we rank each of the hopeful new mines based …

We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …

This news elevates the West Texas frac sand mining rush into a whole new stratosphere. It just went from something frac sand specialists were very focused on to something everyone will be focused on. The little sand dune mining story just went mainstream folks. At Infill Thinking, we’ve been covering …

On Wednesday evening, Infill Thinking spoke by phone with David Durrett, Managing Director of Permian sand mine startup Aequor. What we learned about his new West Texas sand mine project – Burro Minerals – surprised us. And it will surprise the market as well. There’s a lot more to this …

There’s been some talk in the market this week that sand customers might be skeptical of inking deals with startup sand producers. But what we heard from one E&P on Wednesday suggests just the opposite… Black Mountain has at least one long-term deal in the bag and probably more that …

US Silica’s 2Q17 conference call ushered in earnings season for Big Sand Tuesday morning, and the call certainly brought the fireworks. Here are the key points US Silica made Tuesday that we found most interesting, accompanied by our take: There’s a lot more to this story… Login to see the …

Read what our local sources say about the very latest on Permian Basin frac sand development in this exclusive 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 …

Earlier this week, first Halliburton and then Anadarko roiled the water by challenging the multi-year trend of more frac sand pumped per well. What was surprising about the remarks was that they pointed to not just plateauing in the trend but a reversal. Following their remarks on inflection, some other companies have …

As the list of “haves” grows longer, now seems like a good time to ask this question: who hasn’t joined in the rush and why not? Our inverted Permian mine list may actually be more interesting at this juncture than widely known announced facilities. There’s a lot more to this story… …

The latest details on the latest new entrant to the Permian sand mining rush… 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 …