A second E&P has adopted a fascinating novel approach to wellsite sand storage… 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 »Keep An Eye On These Two NEW Midland Basin Sand Mine Sites
Our public record mining reveals that another new entrant might be entering the frac sand supply stack soon… 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 …
Read More »Growth & Logistics Take Center Stage In Atlas Energy Solution’s First Report As A Public Company
Market takeaways we learned from the first earnings report Atlas Energy Solutions has provided as a public company… 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 …
Read More »Haynesville E&Ps Are Getting A New Local Sand Mine
We caught up with the owners of a new local sand plant 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 …
Read More »Getting The Rocks Out – New Damp Sand Equipment Deploys To Permian
With damp sand usage increasing, a growing concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we follow up on a new system we profiled last year that is working to address this …
Read More »US Silica Launches Damp SandBoxes & Adds 1mm Tons Of Marketed Wet Sand Supply In Permian
US Silica provided their outlook and some big new disclosures last 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 …
Read More »Intrigue: Who Is NexTier’s Next M&A Target In The Well Site Integration Service Biz?
NexTier’s CIG acquisition last year looks likely to be followed by another vertical integration acquisition in the supply chain… 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 …
Read More »Talking Trends In Frac And Sand At The Petroleum Connection’s Houston Conference
We very much enjoyed interacting with everyone in Houston for the Petroleum Connection’s sand conference today. 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 today. There’s a lot more …
Read More »Panel Preview – The State Of The Frac Sand Industry
We look forward to meeting up with industry friends next Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. 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 »Haynesville Damp Sand Trends
We take a look at the latest wet vs. dry sand trends in the Haynesville for 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. If you are new to …
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