Any new mines among the dunes? 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 discuss …
Read More »What Happened To Mines Last Time A Downcycle Hit This Hard?
Those who don’t learn from history may be doomed to repeat it. And those who don’t even have the history don’t have a chance! 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 »Analyzing A Big Sand Contract Extension Disclosed By A Permian E&P
We picked up on a notable extension for local sand inked during earnings season… 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 …
Read More »First Loads Are Shipping From A New(ish) Haynesville Local Sand Mine [NOTES FROM THE ROAD]
We drove to a frac sand mine shipping their first loads last 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 …
Read More »A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready [NOTES FROM THE ROAD]
We visited a frac sand mine under construction this week. What we saw changed our perspective on… 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 »New Oklahoma Frac Sand Mine Moving Forward?
Market intel on the MidCon 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 …
Read More »The 2nd Expansion Phase In Local Frac Sand History Is Winding Down
Today we examine data on supply trends in frac sand. 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 »South Texas Sandemonium Continues…
Today an update on a tough situation for pumpers and E&Ps in the South Texas 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, …
Read More »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P 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 …
Read More »Technical Reports On Atlas Kermit & Monahans Sand Mines
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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