In 2021, NWS and out-of-basin regional sands are finding some pockets of opportunity for re-entry in the Texas market. And we believe this is almost entirely due to… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Good News And Bad News For Permian Sand Buyers… [Charts Of The Day]
A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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 »A Microproppant Mill Lands In The Eagle Ford
We had a chance this week to catch up with the owner / operator of an interesting and unique new frac sand facility that has just landed in the Eagle Ford Shale. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »The Straight Skinny On A New Greenfield Local Sand Project In Utah
After reporting last week that Black Mountain has sold… 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 »The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction
Infill Thinking has learned that a local sand plant in the Permian has been dismantled and put on…. 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 »Sand Customers Talk Supply Chain – From Damp Sand To AI To Bundling, Proppant Type, Volume/Well & More…
When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 …
Read More »Haynesville Local Sand Industry Pulls Ahead Of Its Westerly Neighbor [Chart Of The Day]
Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …
Read More »The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]
Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …
Read More »Frac Sand’s Downtrend Concisely Articulated
We believe this market color bears repeating verbatim here, and we quote: 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 »2 Smart Takes On The Latest Shots Fired In The White vs. Brown Sand Debate
A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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