Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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 »US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 »Atlas Conference Call Takeaways
Elaboration from conference call on breaking M&A deal news in frac sand 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 …
Read More »The Permian’s Two Largest Frac Sand Suppliers Combine
Thoughts, data, analysis and context on the breaking M&A deal news in frac sand 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, …
Read More »In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…
Several quick but big items caught our attention 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, you must be a member. If you are new to Infill Thinking, or your membership has expired, please …
Read More »Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]
Today we have added a new resource for clients of our premium data service 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 »+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand market. 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 …
Read More »Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 …
Read More »A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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 »South Texas Sandemonium Continues…
Today an update on a tough situation for pumpers and E&Ps in the South Texas market… 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, …
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Infill Thinking Lifting the O&G knowledge curve