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 …
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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 …
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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 …
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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 …
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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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Back in May we wrote about sand activity in southeastern NM. Today, one of the firms we identified as a potential new player in the area announced their intentions to bring capacity online. There’s a lot more to this story… Login to see the full update… To read this update …
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New local sand capacity may be coming to the Uinta Basin… 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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We just got a massive download on the Lamesa mine owned by U.S. Silica… 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 …
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We just got a massive download on the Alpine Silica mine owned by Profrac… 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 …
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Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update… To …
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Infill Thinking Lifting the O&G knowledge curve
