Tag Archives: greenfield expansion

While touring the MidCon to gather market intelligence back in September, we picked up on the potential for a frac sand mine to open near Oklahoma City. This morning, we can confirm that intelligence after connecting with the management team behind the project. Get the details in the full report… …

As we prepare for a major Think Sheets release in the next week or so, we thought it’d be interesting to chart the appearance timeline of all the new mines that comprise the great frac sand rush of 2017/2018. There’s a lot more to this story… To read this update …

Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… To read this update …

During our recent MidCon Recon trip, we learned from speaking with locals that a frac sand producer new to Oklahoma was actively looking at property for a new frac sand mine near Fay. We reported that datapoint in the first of several takeaway pieces from the trip several weeks ago. …

In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your …

While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …

Smart Sand has been on the fence on whether to build a Permian mine since last year. Here are the latest details on their plans as we await the next round of management commentary on the status of their intent to build. There’s a lot more to this story… To …