Tag Archives: permian

Mine-gate prices for Permian local sand are… 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 us to …

We’ve got an exclusive scoop on a new frac sand plant opening in the Permian Basin 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 …

We are picking up some interesting chatter in the frac supply chain… 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 …

With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …

A water diversion project in Pecos, Reeves, and Ward counties is stirring up some opposition… 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 …

We just got a massive download on the Lamesa mine owned by U.S. Silica… 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 …

This week, we attended the large oilfield conference in Ft Worth. We walked in with 7 key themes in mind and tested these in conversations with industry contacts at the event. Here is what we learned about the tight oil narrative for 2H22+… There’s a lot more to this story… …

We just got a massive download on the Alpine Silica mine owned by Profrac… 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 …

In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …

In the Permian Basin, frac sand production capacity growth has been… 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, …