Check out what Patterson-UTI management said about local sand usage 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 …
Read More »A Permian Door Opens As A Brady Door Closes
Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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 …
Read More »Key Takeaways From The Petroleum Connection’s 3rd Annual Frac Sand Industry Update
Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …
Read More »In Basin Sand Trend Jumps Plays, Follows An Infill Thinking Reader Survey Prediction
There’s a new local frac sand mine in the works and it’s important because it marks the spread of the in-basin frac sand rush to a new play – a play our survey last year was very likely to attract new entrants. There’s a lot more to this story… Login …
Read More »Within A Week, The Lights Will Be On Above 16mmtpa Of Permian In-Basin Frac Sand Capacity
Things are happening in the Permian basin frac sand story and this is the place to get 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 …
Read More »Permian In-Basin Frac Sand Plant Operating Trends [4Q17 Charts]
We analyze operating data to establish some initial operating benchmarks as the Permian Basin frac sand suppliers transition from construction mode to production mode. 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 »After A Few More In-Basin IPOs Like Vista, Frac Sand Stocks Will Outnumber Offshore Drillers 2 To 1
Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …
Read More »Dramatic Videos Of Extreme Permian Winds This Week Highlight An Underappreciated In-Basin Risk
We’ve got videos of West Texas sandstorms this week as well as thoughts on what the wind gusts mean for in basin frac sand. Spoiler alert – this is a significant and underappreciated risk and we explain why in this update… There’s a lot more to this story… Login to …
Read More »A Chat With Capital Sand Permian About The New Frac Sand Plant Catching Some Folks By Surprise Today [Exclusive Interview With Company President]
News of another Permian frac sand plant is starting to make the rounds this week. We had a chance to catch up with the company’s president by phone to hear exclusive details about the growth plans. There’s a lot more to this story… Login to see the full update… To …
Read More »Atlas Sand Unveils Permian Buildout Ambitions That Would Make Them The Largest US Frac Sand Producer By Today’s Standards
Big news in the Permian Basin local sands story from a player that has remained under the radar. This will have everyone talking today… 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 …
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