How busy are sand mines these day? Very busy! 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 »Haynesville E&Ps Are Getting A New Local Sand Mine
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 your …
Read More »The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt
Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 »Sue And Be Sued… Frac Sand Litigation Heats Up As A Transloader Takes A Producer To Court
Who’s suing who in the frac sand space? Here’s the latest intel gleaned from our review of public records… 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 »Four Levers In-Basin Mines Can Pull To Lower Opex/Ton [Guest Post]
In-basin mine operators faced with price pressure quickly turn their attention to driving down operating costs per ton. This can be a real challenge when operating in a tough environment, and compromising safety, quality, and capacity, is not an option. With supply outpacing demand, the pressure to become a low-cost …
Read More »Thoughts On Emerge Energy Services’ Discussion Of The New San Antonio Mine
After announcing the acquisition of a San Antonio sand mine on Monday, Emerge Energy Services hosted a conference call on Wednesday to discuss the deal and future plans for the site. If you need to get up to speed on the transaction and our initial take, please refer to this …
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