A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »US Sand Demand: Nat Gas vs. Crude Oil Split [Chart Of The Day]
How will higher gas prices translate to frac sand demand? Important context here… 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 …
Read More »Comparing Basin By Basin Local Sand Activity Trends [Chart Of The Day]
How is local sand activity faring regionally? Find out here… 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 »Texas Sand Prices Still Under Pressure Despite Impressive Volume Gains [Chart Of The Day]
Permian and Eagle Ford frac sand mines continue to be busy (and getting busier), with 2021 completions activity closing in on the peak for the year. But… 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 »Eagle Ford Local Mines Getting Busier [Chart Of The Day]
A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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 »Permian Sand Mines Heating Up, Figuratively Speaking [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »Eagle Ford Frac Sand Mine Activity Trends
A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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 »Where’d All The Analysts Go? Follow The Money! [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »Quantifying The Permian Sand Mine Snap Back [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »What Are Permian Frac Sand Mines Worth?
It’s common knowledge that tax assessed values don’t always line up with fair market values. That being said, we recently went digging in the tax rolls and what we found was pretty interesting. Check out mine-by-mine values and observations here… There’s a lot more to this story… Login to see …
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Infill Thinking Lifting the O&G knowledge curve