Our conversation with Chris Jensen, manager of one of two leading conservation plans relevant to the DSL, was much scarier than we expected going in as it pertains to what things will look like after a listing becomes effective (which Chris thinks is highly likely, but isn’t sure when…). There’s …
Read More »What Are Public E&Ps Are Saying About Frac Sand? Here’s A Roundup…
We caught up on how E&Ps see frac sand trending… 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 membership has expired, please …
Read More »+1 Mini Midland Frac Sand Mine – They’re Popping Up Like Daisies…
Our public record mining reveals that another new entrant is entering the frac sand supply stack… 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 »Atlas’s New Sand “Drop Depot” & 100-Ton Payloads Get The Spotlight In Video Update With Earnings Release
Market takeaways we learned from the second earnings report Atlas Energy Solutions has provided as a public company… 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 …
Read More »US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends
US Silica provided their outlook and some big new disclosures 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 membership has …
Read More »Open Season On Railed New Mexico Damp Sand Begins Wednesday – Pricing, Bid, and Capacity Details Here…
A sand mine is making a bold and unprecedented play in the Northern Delaware… and we’ve got another exclusive scoop ahead of open season officially beginning tomorrow… 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 »Tracking U.S. Frac Sand Mine Activity In 2Q23 [New Data Release]
This week, we updated several proppant market data files for Lium data clients. Here are key takeaways… 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 …
Read More »NexTier’s APEX Damp Sand Pile Solution Is Impressive In-Person – Has A Good Growth Fairway Ahead [Boots-On-The-Ground Report]
This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …
Read More »A Visit To The Future Home Of A New Eagle Ford Frac Sand Plant [Notes From The Road In Carrizo Springs, TX]
We drove out to the site of a brand new Eagle Ford frac sand mine this week… here’s what we know about this location. 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 …
Read More »In Other News – Sand Leadership Changes, Nameplate Expansion On Track, Belt-Tightening, & Wet Sand Chatter
A bullet point roundup of miscellaneous odds and ends in the frac and water supply chain worlds 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 …
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