Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! 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 »Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]
We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. 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 »Going Local: We Picked Up On A Big Tone Shift From Sand Buyers On In-Basin Proppant This Week
This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… Login to see …
Read More »Permian Nameplate Expansions Are Starting To Add Up. US Silica Is The Latest To Grow
US Silica’s Lamesa sand plant more than doubled in announced capacity this week, becoming the Xth Permian in-basin plant we track with an announced expansion vs. original nameplate capacity. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Atlas Sand Has Shipped First Tons From Kermit Plant
First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release 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 …
Read More »Sand Dollars: An Update On Permian Proppant Pricing Trends
After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …
Read More »There’s New Buyer Roaming Around Sand Town [Exclusive C-Suite Chat]
Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… Login to see the full …
Read More »After Watching This Video, We Up Our MidCon Capacity Estimates & Reiterate Our “Late Sand” Warning From A Month Ago
While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …
Read More »Hi-Crush Is Transforming Yet Staying The Course. Taking Apart Their Humdinger Of A News Release Piece-By-Piece [6-Part Analysis]
To say the Hi-Crush management team had a busy weekend might just be the understatement of the year. On Monday morning, the company dropped 3 press releases containing over 3,500 words. That’s 8 pages in Microsoft Word at 12 point font with single line spacing (yes we copy/pasted out of …
Read More »Watch Out For More Vertical Integration News In Frac Sand Before This Month Is Done
Frac sand mining is evolving rapidly and the oilfield service company role in it is changing too. See what we expect to happen next in the full update. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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