This week, we are honored to be presenting the frac sand outlook for the IMFORMED Industrial Minerals conference in Houston (link) leveraging Lium data. Lium data clients are welcome to download the full presentation here. Here is are the themes we are addressing in the presentation outline followed by a “chart …
Read More »Smart Sand’s Proppant Market Outlook
In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …
Read More »Follow Up: Who Is Looking At Developing Frac Sand In SE NM? We Found Out! [Exclusive]
Earlier this week, we wrote about sand mines coming to southeastern New Mexico. After some investigative journalism, we’ve learned a lot more than we knew earlier 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, …
Read More »Here Comes MORE Delaware Basin Sand… Who Is This For??
Looks like somebody’s gonna build a sand mine in New Mexico.. 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, …
Read More »Upward Revisions To 2022 E&P Capex Programs Come Just A Few Months After Budget Announcements! [Shale Spending Stats]
E&P spending plans are evolving rapidly… 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 …
Read More »What The E&Ps Are Saying About Sand & Pipe Constraints & Runaway Cost Mitigation
In a related piece this morning, we discussed inflationary pressures and how E&P budgets are responding. Here are more specifics on the drivers of these inflationary pressures… 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 »What The E&Ps Are Saying About Inflation & Capex Budget Hikes
E&P spending is moving… 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 current …
Read More »A Big E&P Discloses The In-Field Sand Mine We Visited In March. More Importantly, They Want To Deploy More Mini-Mobiles…
In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant…Today, the E&P customer behind it talked all about it for the first time… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Everything You Could Possibly Want To Know About Alpine Silica – Including How Much They’ve Made & Spent
We just got a massive download on the Alpine Silica mine owned by Profrac… 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 »US Silica Is Riding The Frac Sand Pricing Wave And Rail Constrained
US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… 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 …
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