From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …
Read More »It’s Official: A New Mine Uncovered During Our MidCon Recon Trip Is Confirmed [Exclusive]
During our recent MidCon Recon trip, we learned from speaking with locals that a frac sand producer new to Oklahoma was actively looking at property for a new frac sand mine near Fay. We reported that datapoint in the first of several takeaway pieces from the trip several weeks ago. …
Read More »As Frac Sand’s Defining Moment Arrives, A Big Dose Of Uncertainty Enters NWS Shipping Lanes
Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… Login to see the full …
Read More »Another Permian Mine Is About To Open [Exclusive]
We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it 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. …
Read More »Musings On Logistics And Sand From Wisconsin, Texas, And Elsewhere – A Geologist’s Perspective [Friday Guest Post]
Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …
Read More »Northern White Sand Contracted For The Permian Is Being Rerouted To The Bakken At Customer Request
In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 »MidCon Recon: The First Batch Of Boots On The Ground Observations
The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »2 New Permian Frac Sand Plants Are About To Materialize Out Of Thin Air [Exclusive]
Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. 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 »Private Companies Have Leveraged In-Basin Exposure To Take Frac Sand Market Share [Chart Of The Day]
Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update… …
Read More »A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year
The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …
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