With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …
Read More »Follow Up Thoughts On NexTier Acquisition Of CIG’s Last Mile Business
After breaking the news of NexTier’s CIG acquisition earlier this week ahead of the press release, we’ve had time to digest the deal and consider it’s implications, which we discuss here… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »New Player Announces New Permian Sand Mine, Confirming A Previous Infill Thinking Report
Back in May we wrote about sand activity in southeastern NM. Today, one of the firms we identified as a potential new player in the area announced their intentions to bring capacity online. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Confirmation Complete: Nextier Acquires CIG’s Last Mile, Confirming Infill Thinking’s Earlier Report
Now the company confirms prior Infill Thinking exclusive reports… 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 …
Read More »Confirmation Of A Last Mile Deal? It Would Appear So, But Not 100% Sure Yet… [EXCLUSIVE]
Some talk in the market this week appears to have some truth to it… 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 »Frac Sand Buzz. Where There’s Smoke There’s Fire? Maybe…
Some talk in the market 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 email us to …
Read More »New Frac Sand Entrant Planning Local Sand Mine In Uinta Basin
New local sand capacity may be coming to the Uinta Basin… 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 »Pressure Pumper vs. Frac Sand Lawsuit Update As Hi-Crush Recently Fired Back
Sand litigation is back. We analyze the new developments in the ongoing legal battles here… 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 …
Read More »US Silica’s New Market Outlook
US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared plus our data for context on a couple points… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]
This week, we have an update on local sand mining activity… 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, …
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Infill Thinking Lifting the O&G knowledge curve