Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update… To read …
Read More »The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt
Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …
Read More »“No Sand November” Turns Into “Dystopian December” For Eagle Ford Sand
We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 »It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. 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 »Here’s What We Know About The Newest Frac Sand Entrant After A Sit Down With The PB Materials Management Team
We had a chance to get to know the latest new entrant in the Permian frac sand market a little better. Here’s what we learned… 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 »Quick Follow Up On Midland’s Next New Entrant Sand Miner
About 5 weeks ago, we wrote about a rumored new sand plant in the Midland Basin. Here’s 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 »What’s Going On At The Vertically Integrated Marcellus Local Sand Mine? Progress Update, Data & Pictures
What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …
Read More »New Permian Frac Sand Supply Coming Soon? Watch These Two Locations… [EXCLUSIVE]
We follow up on several recent Infill Thinking reports about new sand capacity with more details from our channel checks… 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 …
Read More »A Dozen Frac Supply Chain Quick Hits
We are picking up some interesting chatter in the 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 …
Read More »E&P Sand Talk Roundup As High Peak Mentions Their New In-Field Sand Initiative…
This earnings season, frac sand comments have been fairly light. The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks was… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
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