Today an update on a tough situation for pumpers and E&Ps in the South Texas market… 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 »A Treasure Trove Of Frac Sand Market Color From Lawsuit Exhibits
Treasure trove of market information from an ongoing legal dispute in frac sand land… 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 »Allegations Of “Double-Cross & Purloin” In Damp Sand Mine’s Desperate E&P Lawsuit
Interesting new information about an ongoing legal dispute in frac sand land… 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 »A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year…
Interesting new data points on wet sand that buck the trend this year… 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 …
Read More »We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert]
There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
Read More »Lone Star Sand’s Message To The Market: “Come And Get It!”
We caught up with the owners of a new local sand plant this week… 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 …
Read More »Sierra Is Stacking Sand To The Moon, Ready For The Next Haynesville Wave…
We caught up with a sand producing management team for an update on their Haynesville plant and some fresh takes on this regional E&P market. 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 »Mapping The Lizard vs. Frac Activity In The Permian – One More Piece Of The DSL Puzzle
We’ve looked a lot at mines vs. lizard in recent research, but what about D&C activity vs. the lizard? 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 »Where The Lizard Roams [Maps & New Data Downloads]
Some of the mines in the hot zones have mitigated risk by participating in conservation plans, but in the case of the listing decision becoming effective, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »A Visit To The Future Home Of A New Eagle Ford Frac Sand Plant [Notes From The Road In Carrizo Springs, TX]
We drove out to the site of a brand new Eagle Ford frac sand mine this week… here’s what we know about this location. 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 »
Infill Thinking Lifting the O&G knowledge curve