Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? 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 …
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NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… 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 …
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Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update… To …
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A large NWS player had some interesting things to say last 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 membership has …
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“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and here is the latest intelligence sand buyers and sellers need to know… There’s a lot more to this story… Login to see the full update… To …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… and the headache is turning into a migraine. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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Flash-back. Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers… Yep, that happened. Fast forward to today… …and we’ve got some new information on wet sand and white sand to share! There’s a lot more to this story… Login to see the full update… …
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While nerding out this week in SEC filings, we came across an interesting table… 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 …
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Who’s plant is the busiest plant? We ran the numbers and… 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, …
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Infill Thinking Lifting the O&G knowledge curve
