First-of-a-kind analysis on Permian frac supply chain. 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 email us to …
Read More »Permian Local Sand Supply Update [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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 »Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding [Chart Of The Day]
Analysis and context for US frac sand supply trends. 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 email …
Read More »A New Permian Damp Sand Plant Preparing For Imminent Launch
We had a chance to learn directly from management about a new damp sand plant project we’ve been writing about from our own observations for a couple of months now… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Hate To Sound Like A Broken Record… But… +2 Permian Sand Plants… Again [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand market. 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 »+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert]
Important sand supply update in the Lower 48’s largest frac sand market. 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 »Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…
We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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 …
Read More »A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE]
We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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 »Permian Damp Sand Capacity Grows Again [Data Alert]
Our public record mining reveals new details on a new entrant we’ve been monitoring since May… 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 »We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert]
There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
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