Tag Archives: mining

We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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. …

While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …

After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …

At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …

Last week, we visited the construction site of Badger Mining Corporation’s new Permian Basin frac sand plant. We toured the location with project manager Dan Koxlien to get a feel for the company’s timeline and future plans. We learned some interesting new details about plant size, last mile logistics, rail potential, coating …

There’s a new local frac sand mine in the works and it’s important because it marks the spread of the in-basin frac sand rush to a new play – a play our survey last year was very likely to attract new entrants. There’s a lot more to this story… Login …

Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …

The Kermit area is extremely dry, having averaged just 11 inches of precipitation per year since 2000 per NOAA records. That’s only about 1/3rd of the national average. Locals we are in contact with as well as some environmental experts we’ve spoken with recently have mentioned that it has been …

As the Permian frac sand mining story moves from the exploration phase to the execution phase, we thought it’d be interesting to get Tommy Mathews‘s view on the challenges and considerations that Permian miners should be thinking about as they enter production mode. The land grab is over. It’s time …

In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …