Outside of a mini-mobile mine here or there, greenfield expansion is no longer the norm frac sand. But this week a gas-basin supplier is bucking the norm… 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 »Are Frac Sand’s Strategic Consolidators FINALLY Emerging?
Several recent datapoints may start to answer a key question holding up frac sand consolidation: who will the buyers be? Everyone in frac sand expects M&A…eventually… But the biggest hold-up to a deal flurry in the past 12-24 months has been a… There’s a lot more to this story… Login …
Read More »Paying Off The Tease…
We realize there were several cliff hangers in our research publication earlier this week (specifically in this update). Sorry about that, but when our sources ask us to not share sensitive details we comply to a fault. We said as much as we could earlier, and now we are happy …
Read More »Finding Favor In Frac Sand – Railed Tons Rising
We catch up with an old friend in frac sand to learn about what he’s up to and some new market insight… 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 »Infill Thinking’s Top Fifteen 3Q21 Updates
With 3Q21 in the books, we are pausing to look back at the most read Infill Thinking research updates of the quarter. The oilfield activity recovery continued, but… 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 »Sand Scuttlebut: M&A Finally? Wet Sand Solution(S), New CEO?, Last Mile Nuggets, ‘People On The Move’, & Plant Updates…
Scuttlebut from across the frac supply chain this week including plant status and deal news, last mile crew news, and executives on the move…. 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 …
Read More »From Bad To Worse For Eagle Ford Sand Buyers…
Things went from bad to worse for buyers in the Eagle Ford sand market this week… here’s the latest. 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 »South Texas Frac Supply Chain Roiled By Covid
Last week all the talk in the Eagle Ford frac supply chain market was of a mine closure that rapidly tightened the local proppant marketplace. Here are the details and market impacts… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »A Big Push On The Damp Sand Flywheel [Boots On The Ground Report]
We spent some time with industry friends at a sand plant open house in Caldwell TX this week and we learned a lot about wet sand… 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 …
Read More »Wet Sand Renovations About To Begin At Chesapeake’s Burleson Mine
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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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