The wait is over to see who one of ProFrac’s M&A targets 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 …
Read More »Data Note – Permian Frac Sand Supply Analysis
We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this 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. …
Read More »It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. 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. …
Read More »San Antonio Sand Conference Takeaways
We very much enjoyed interacting with everyone in San Antonio for the Petroleum Connection’s sand conference this week. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here this week. There’s …
Read More »Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
Developing news about a big issue for the Eagle Ford sand supply stack… 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 »Here’s What We Know About The Newest Frac Sand Entrant After A Sit Down With The PB Materials Management Team
We had a chance to get to know the latest new entrant in the Permian frac sand market a little better. Here’s what we learned… 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 …
Read More »Boots On The Ground Update Confirms New Midland Mini Mine Operations
Over the past month or two, we’ve been writing about a new mini frac sand plant in the Midland Basin. Although we haven’t been able to get into contact with the plant’s owners, we have managed to… There’s a lot more to this story… Login to see the full update… …
Read More »10 Things To Listen For This Week At The Big San Antonio Sand Conference Hosted By Petroleum Connection
We look forward to meeting up with industry friends later this week in San Antonio at the big sand conference hosted by the Petroleum Connection. Here’s a quick event preview… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
We digested new datapoints from ProFrac this morning… 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 …
Read More »Deals Announced For Two More Mini In-field Mines For The Permian… But These Might Be A Longer Term Play
More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… 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 …
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