A data driven look at why proppant is the best indicator of oil production known to the shale industry… 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 »Texas Sand Prices Still Under Pressure Despite Impressive Volume Gains [Chart Of The Day]
Permian and Eagle Ford frac sand mines continue to be busy (and getting busier), with 2021 completions activity closing in on the peak for the year. But… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Eagle Ford Local Mines Getting Busier [Chart Of The Day]
A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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, …
Read More »Permian Sand Mines Heating Up, Figuratively Speaking [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …
Read More »Things We Heard From Friends In The Sand Patch This Week
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. In this update we get in the weeds to give you insight on …
Read More »Frac Sand Is Busy And Boring Right Now
This week we worked the phones and caught up with quite a few contacts in frac supply chain to chat business trends, hear the voice of the industry, and take the pulse of the sand mining community. The bottom line is… There’s a lot more to this story… Login to …
Read More »Permian Sand Mine Exposure To DSL Hot Zones [Chart Of The Day]
Some of the mines in the hot zones have mitigated risk by participating in one of the State’s two conservation plans, but in the case of a listing, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Permian Fracs Could Be Sand Constrained In 2022 [Chart Of The Day]
For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 »Eagle Ford Frac Sand Mine Activity Trends
A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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, …
Read More »Where’d All The Analysts Go? Follow The Money! [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …
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