Leave it to us negative nellies to send out a mine closure data update to Think Sheets members on Thanksgiving Eve, but that’s just what we did last week. Here’s a big picture takeaway for all Infill Thinking members. There’s a lot more to this story… Login to see the …
Read More »A Leader In Frac Sand Has New Leadership [EXCLUSIVE]
In our previous newsletter, we warned members about imminent management changes at a leading frac sand firm. Today, you’re going to get the rest of the story… 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 »Big Picture Market Impressions From Two Days Spent Talking Frac Supply Chain Strategy In San Antonio
It was great to see so many Infill Thinking members at the largest frac supply chain trade show of the year last week. Here’s the good bad and the ugly we walked away with about the underlying themes driving today’s frac sand marketplace… There’s a lot more to this story… …
Read More »The Straight Skinny On A New Greenfield Local Sand Project In Utah
After reporting last week that Black Mountain has sold… 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 »One-On-One With Ron Gusek About Libertized Frac Sand
This week at the Petroleum Connection’s frac sand conference in San Antonio, we were honored to conduct a “fireside chat” with one of the most respected executives in the industry – Ron Gusek, President of Liberty Oilfield Service. There’s a lot more to this story… Login to see the full …
Read More »The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction
Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. 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 »Mini-Mobile And Mini-Minimalist. 2 Permian Frac Sand Growth Projects Could Be Online Imminently [Exclusive]
There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… 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 …
Read More »Compare And Contrast – Sales Trends For The Bankrupt Proppant Providers
Who is taking market share during bankruptcy? Here are some clues… 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 »Wellsite Storage Market Commentary From A Silo Provider
Our quick takeaways relevant to the broader frac supply chain market from… 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 »US Silica’s Latest Frac Sand Market Outlook
In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …
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