During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant market and supply chain conditions in this basin. There’s a lot more to this story… Login to see the full …
Read More »Checking In On Sierra Frac Sand In The Haynesville
We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. 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. …
Read More »The Customer Is Always Right, And Here’s What Customers Are Saying About Local Sand In Mid-2019
It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …
Read More »An In-Basin Frac Sand Supplier Downsizes & Cuts Shifts. Not Closing The Door Though, Contrary To Rumor
Market intel on the local frac sand supply stack. 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 »Reflecting On A Once-In-A-Lifetime Local Frac Sand Rush [Chart Of The Day]
Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …
Read More »While Mining Frac Sand In The Dusty Dunes, You’ve Got To Stay Hydrated… [Chart Of The Day]
Today’s chart of the day sits at the intersection of water sourcing and frac sand mining. 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 »A New Local Sand Entity Is Emerging From A Big Metamorphosis At Preferred [Exclusive]
After hearing some rumblings about changes at Preferred Sands over the past week or two from industry contacts, we were able to contact new management and received a statement about the changes. Specifically, management told us: ….. There’s a lot more to this story… Login to see the full update… …
Read More »New Ownership Targets Appalachian Completions Demand With A Small Ohio Sand Plant
We heard some chatter about local sand in the Appalachia at the Petroleum Connection’s frac sand conference in Houston last week, so we caught up the plant’s new ownership to learn more about the site and their frac sand ambitions. There’s a lot more to this story… Login to see …
Read More »Railing Local Sand Within Basin – We Continue Along This Train Of Thought
A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …
Read More »High Roller Keeps Rolling… Meet The New Old Permian Dune Sand Miner
Construction is in the advanced stages on two new High Roller Sand plants, a story that broke first here back in September. This week, we got the latest scoop on this outfit that keeps rollin’ rollin’ rollin’ rollin’… There’s a lot more to this story… Login to see the full …
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