Tag Archives: frac sand

Business schools often talk about the life cycle of an industry: Introduction, Rapid Growth, Maturity, and, eventually, Decline. While the last 18 months has made it clear we are still in the Rapid Growth phase, much of that growth is also due to the maturation of the industry and the …

Is the frac sand greenfield rush of 2017/2018 finally over? It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply. In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac …

In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …

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 …

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 …

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, …

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 …

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 …

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, …

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 …