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 …
Read More »Things We Heard From Friends In The Sand Patch This Week
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. In this update we get in the weeds to give you insight on …
Read More »Frac Sand Is Busy And Boring Right Now
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… There’s a lot more to this story… Login to …
Read More »The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction
Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put 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 »Haynesville Local Sand Industry Pulls Ahead Of Its Westerly Neighbor [Chart Of The Day]
Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 »The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]
Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 »2 Smart Takes On The Latest Shots Fired In The White vs. Brown Sand Debate
A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Eagle Ford Frac Sand Producer Takes Plant Equipment Vendor To Court
Frac sand is highly litigious and public legal records often shed light on behind the scenes operational and market naunces. In this update, we summarize some intel revealed in the allegations of a new legal matter in the sector… There’s a lot more to this story… Login to see the …
Read More »As The Texas Frac Fleet Sinks, Local Sand Capacity Rapidly Goes Offline [Chart Of The Day]
We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s …
Read More »Green Light On Bakken Local Sand Project
In a meeting on Wednesday morning, county officials approved the latest… 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, …
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