Tag Archives: frac sand

There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

It’s been a week and a half since we first reported “Sandemonium” when the Permian surprisingly “ran out” of 100 mesh frac sand. Here’s an update on where things stand today followed by our answers to the most common questions Infill Thinking members are asking us as this situation continues …

Since we first published this in-depth primer on Jan. 17, 2020 about the “in field” frac sand mining opportunity, the industry’s public conversation about mobile-mini plants has gone from zero to sixty in a heartbeat. We have begun to hear directly from other first movers with their own mobile-mini plant concepts. These solutions …

Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 …

With the days of large-scale in-basin mine construction vanishing, we wonder if the miniaturization trend this chart reveals is a precursor to the rise of mobile-mini plants? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

A new entrant sand miner launched last last year is quickly advancing a brand new local frac sand mine project for the Bakken through the local permitting process in North Dakota. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

In this asset-intensive business, talent shifts are often ignored. But people matter. Talent shifts affect how business is done and competitive advantage, and here are ten moves that matter for how business is done in the sectors we cover in early 2020… There’s a lot more to this story… Login …

A datapoint this week emphasizes the disruptive impact that a combination of automation software and depressed rate sheets is having on the frac sand hauling industry as another large carrier rolls up and…. There’s a lot more to this story… Login to see the full update…  To read this update …

On New Year’s eve, we sent a newsletter. Despite the holiday, it was one of our most opened and shared newsletters of 2019. Why? It introduced a new idea with disruptive potential. Just when we all thought the frac sand was sufficiently disrupted by the advent and maturation of in-basin …