We follow up on a debate we introduced 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 has expired, please …
Read More »Sand Buyers Should Adopt This New Cost Calculus As Strained South Texas Mines Start Hot Loading
I know what you’re thinking… ANOTHER Eagle Ford sand tightness report from InfillThinking.com? We’ve written several times on the Eagle Ford sand struggles over the past couple of months. We also warned of more Eagle Ford sand price upside when we published our new frac sand price assessment earlier this …
Read More »It’s Still A Struggle To Be A Buyer Of South Texas Sand
Field check intel on a key completions 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 expired, please email us …
Read More »Sand Struggles In South Texas
An update after a round of channel checks in the Eagle Ford… 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 »+1 Local Sand Mine Coming To The Far West US O&G Industry…
An update of interest to those involved with frac sand in the Rockies… 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 »Here’s What Mine Trends Would Have Looked Like If The Federal Government Wasn’t Closed
Some transparency in a blackout… 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 our …
Read More »For Permian Frac Sand, This Is The 1st Step To Rebalancing
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 …
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Infill Thinking Lifting the O&G knowledge curve