Tag Archives: frac sand

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients. If you aren’t one of our plugged-in data clients yet, check out this 2-minute video overview (sound on).   Lium Shale Data Intro No Description   There’s a lot more to …

Vital frac supply chain data for buyers and sellers and capital allocators. 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 …

This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are key takeaways that resonated with us… as always our notes are no substitute for being there …

Iron Oak is a new name in frac sand, but their predecessors have more than 300 years of combined history. As we watch one of frac sand’s most exciting platforms move into the next era of proppant solutions, we pause to reflect on their legacy and current operations through a …

  This Wednesday, we look forward to seeing many Infill Thinking members again in person again for the Petroleum Connection’s 10th Annual Frac Sand Industry Update Conference at the Petroleum Club in Houston. They may still have some last minute passes if you haven’t registered yet (click here). Infill Thinking …

A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers… There’s a lot more to this story…  Login to see the full update…  To read this update and receive our …

It’s the one-year anniversary of a Permian frac sand miner and we caught up to see what’s new… 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 …

We visited with Atlas’s CEO this week after seeing the Dune Express conveyor in person earlier in 1Q25 to learn more about this one-of-a-kind frac sand asset. There’s a lot more to this story…  Login to see the full update…  To read this update and receive our research newsletters, you …

We dig into reader questions about whether a mine datatpoint is a move or incremental capacity… 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, …

Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. We also shared analysis of key oilfield market themes from 1Q25… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …