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 »New Player Announces New Permian Sand Mine, Confirming A Previous Infill Thinking Report
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 …
Read More »New Frac Sand Entrant Planning Local Sand Mine In Uinta Basin
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, …
Read More »Everything You Could Possibly Want To Know About The Midland Basin’s Biggest Sand Plant
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 …
Read More »Everything You Could Possibly Want To Know About Alpine Silica – Including How Much They’ve Made & Spent
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 …
Read More »Everything You Could Possibly Want To Know About A Top Five NWS Plant
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 …
Read More »More Damp Sand In Permian As Producers Work With What They’ve Got
In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …
Read More »The State Of Sand In The Haynesville Shale – Demand, Pricing, & Supply Updates
We are planning a Haynesville completions supply chain field trip. Ahead of that, we provide an update on market conditions and new mines in the basin in this report. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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Infill Thinking Lifting the O&G knowledge curve