Tag Archives: frac sand

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… …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …