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 »During A Short Ride With Atlas Sand, We Saw Firm Commitment To The Long Haul
Atlas Sand was one of six in-basin sand plants (various stages of development) that we visited in the Permian Basin in early-February. Like with our five other in-basin frac sand stops, our purpose here was simply to learn more about the company’s in-basin initiatives and document our observations. In this …
Read More »Anything To Read Between The Lines On The Roster At Today’s San Antonio Job Fair?
We highlight an interesting appearance at a San Antonio area job fair this week. 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, or your …
Read More »RE-RUN: $3.5 Billion Per Year. That’s How Much Cash Permian Dune Sand Could Save The US E&P Industry [Economic Impact Study]
With the transformational impact of in-basin frac sand being written about by some of the mainstream press this week, we figured it’d be a good time to dust off our In-Basin Frac Sand Economic Impact Study published on InfillThinking.com two months ago back in early-January. If you joined Infill Thinking …
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