Antero made some interesting comments at an investor conference this week. We break down what you need to know about their frac supply chain 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 …
Read More »“Coming Soon” – Here’s What To Expect From The Next Round Of Permian In-Basin Frac Sand Plant Startups
In an update earlier this week, we shared detailed production estimates for the seven Permian frac sand plants that we classify as open and commercialized. The obvious next question is: what’s the status of the next round of startups? We are tracking an additional 7 plants scheduled to open over …
Read More »Another New Permian Frac Sand Plant… This One Discovered Via An Open Records Request
This one is far afield from the pack and notable for four primary reasons. Login to read this exclusive on the newest Permian in-basin frac sand mine. 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 »Just How Much Local Permian Sand Is Actually Shipping? Here Are Today’s Plant-By-Plant Production Estimates
In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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 »In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A
In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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 »The Eagle Ford Could Be Fully Supplied By Local Sand Soon
If new Eagle Ford frac sand producers execute on the plans we’ve uncovered, then South Texas completions activity could be fully supplied with local proppant in the near future. That’s what the summation of our research suggests. In this report you’ll find a detailed data driven accounting of what we …
Read More »Meet The Next Big Eagle Ford In-Basin Frac Sand Player [Exclusive Conversation With Management]
We have the very latest on another new Eagle Ford frac sand mine after an exclusive conversation with the team backing the project this morning. This sand story is moving fast folks, and Infill Thinking is the original source of real-time coverage on the latest developments in the in-basin saga. …
Read More »A Coal Company’s Frac Sand Entrance Makes In-Basin Sourcing A Reality On Yet Another New Frontier
The tentacles of in-basin frac sand exploration continue to extend and expand, wrapping new basins up in the plans of more new entrants. We review the latest development in the in-basin frac sand trend, which has drawn in yet another new entrant, this time on a new frontier where we’ve …
Read More »A Permian Plant Is Not In Smart Sand’s 2018 Budget, But A Last Mile Solution Is…
Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …
Read More »Boots On The Ground: All Our Permian Trip Quick Hits Organized By Topic
We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …
Read More »