Sand in the Permian is already seasonally tight as we covered here last week. And now, mines face… 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 »Bump Up In Permian Sand Prices [Data Alert]
Vital frac supply chain data for buyers and sellers and capital allocators. 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 »A Big Sand Hauler Getting Bigger In The Permian
In this update, we share more insights from our time on the road hunting for market intelligence to provide to Infill Thinking readers… There’s a lot more to this story… see our top themes and reports of the quarter inside. Login to see the full update… To read this update …
Read More »“West Texas SuperSand” Coming To Monahans Soon…
We caught up with a leading provider of speciality proppant to learn about a new technology they are introducing to the Permian 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. …
Read More »Alpine Silica Monahans Site Visit Observations: Impressive Flexibility Is A Key Takeaway
In January, we toured a large local frac sand plant in the Permian – here is what we saw… 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 »Controversial NM Frac Sand Mine Gets The City’s Blessing
Quick update on a project which has stirred up local controversy… 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 »6 Takeaways From Permian Local Sand Mine Analysis [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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 »A Permian Local Damp Sand Mine Is ReOpening For Business Monday With A New Go-To-Market Strategy…
We share company specific details after catching up with another private frac sand company’s management team. 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 »High Roller Sand Is Rocking In The Permian [Site Visit Notes]
In this update, we share key takeaways from our recent visit to High Roller Sand’s flagship Permian mine. 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 »Tragic Permian Frac Fatality Monday Evening
This is the kind of update we hate to write. 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 …
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