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 …
Read More »Sand Buyer Headaches Are Now Turning Into Migraines
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 …
Read More »White Sand, Wet Sand, Railed Sand, What Sand?
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… …
Read More »A Pressure Pumper’s Transload Table
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 …
Read More »The Top 10 Busiest Frac Sand Mines In The United States Of America
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, …
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 »Don’t Call It A Comeback, But NWS Is Getting Some Interesting Buzz In 2021
In 2021, NWS and out-of-basin regional sands are finding some pockets of opportunity for re-entry in the Texas market. And we believe this is almost entirely due to… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Beginning Of An Asymmetric Frac Sand Mining Recovery?
3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »In Other News… Water Midstream Deals, 2021 E&P Capex Anxiety, Last Mile Contests & A Big Win? Hat Tip To One Of Our Own, & More…
In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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