After recent requests from members, we’ve created several different looks at the geographical distribution of Mid-Con frac sand production sites on various maps. Members are welcome to download maps in pdf form. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Alpine Silica Confirms Two Prior Infill Thinking Reports On Culberson County & Oklahoma Expansion
Apline Silica today confirmed two previous Infill Thinking reports via a press release on their new projects. Previously On Infill Thinking: March 28, 2018: By way of an open records request filed back in March, we learned that Alpine Silica had initiated the permitting process on a new frac sand …
Read More »Look For Another Mid-Con Mine Permit Soon From New Entrant Omega Sands [Exclusive CEO Conversation]
We caught up this week with Jason Holton, CEO of Omega Sands. Omega is a new entrant frac sand producer focused on a 1Q19 Mid-Con launch. Omega Sands has been flying under the radar planning their frac sand industry debut in Oklahoma… until now. During a phone conversation Monday afternoon, …
Read More »Another Mid-Con Mine Appears As A Permian Start-up Moves North With Their Fourth Frac Sand Plant Permit
One month ago, Infill Thinking predicted that two to three more planned Mid-Con frac sand plants would be identified soon (see last section here). Since that prediction, three new plants have come to light. These include: There’s a lot more to this story… Login to see the full update… To read …
Read More »A Quick Conversation With Atlas Sand Management Ahead Of Their Summer Start-ups
As May turns into June, Atlas Sand’s twin frac sand plant construction projects in the Permian should be moving up everyone’s list of completions infrastructure worth monitoring. For more background check out this deep dive we penned after visiting one of their construction projects in 1Q18. There’s a lot more …
Read More »Permit Filed On The E&P-Owned Frac Sand Plant Going Vertical In The Northeastern Eagle Ford Shale
We curate new information in the public record on the newest vertically integrated frac sand project. 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 »Quick Update On Black Mountain’s 3rd Permian Mine
Last week, we brought you news of a third facility Black Mountain is building in its core market, the Permian Basin. As expected, the permit was filed on Friday and we’ve learned a bit more about the new plant from that… There’s a lot more to this story… Login to …
Read More »Joining The Greenfield Band: In-Basin Sand Has Recruited More Basins [Chart Of The Day]
The Permian is the epicenter of the in-basin frac sand trend. Local sand sourcing is a trend that will be on display in full force in Ft Worth this week as upstream executives gather to talk all things Permian. But the magnitude of the trend’s reach into other geo-markets is …
Read More »In-Basin Mines To Supply 75% Of Permian Basin Proppant Demand Next Year [Chart Of The Day]
Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …
Read More »The Petition To List The Dunes Sagebrush Lizard As Endangered Is Live. So What, And What Next?
After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …
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