There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …
Read More »First (And Now Only) Utah Local Sand Project Crosses Into New Terrain
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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …
Read More »Green Light On Bakken Local Sand Project
In a meeting on Wednesday morning, county officials approved the latest… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …
Read More »The Miniaturization Of In-Basin Frac Sand Greenfield Expansion [Chart Of The Day]
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? Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …
Read More »Greenfield News – More Bakken Local Sand Plans In The Works
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. Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »Local Sand Capacity In “No Growth Mode” Everywhere Except Two Regional Markets… [Chart Of The Day]
In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …
Read More »More… Still More. Another Local Sand Plant Is Going Vertical In The Permian
Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …
Read More »Utah, Get Me Two! Uinta Basin Greenfield Frac Sand Update [1/4 Utah Sand Series]
Utah local sand is coming. It’s coming faster than some folks might think. So we applied our kind of mining to the situation: data mining, public records mining, and interviewing regional contacts to learn more about the situation. Here’s what we know at this point in part one of an …
Read More »Reflecting On A Once-In-A-Lifetime Local Frac Sand Rush [Chart Of The Day]
Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …
Read More »Upcoming Eagle Ford In-Basin Frac Sand Mine Startups To Watch
What can Eagle Ford frac sand customers and suppliers expect for the rest of 2019 on the local sand greenfield front? We’ve rounded up data on the next round of plant startups. There’s a lot more to this story… To read this update and receive our research newsletters, you must …
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