What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we discuss… 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 …
Read More »Thoughts On ProFrac’s Latest Sand Mine Purchase Deal
The wait is over to see who one of ProFrac’s M&A targets is. 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 …
Read More »What’s Going On At The Vertically Integrated Marcellus Local Sand Mine? Progress Update, Data & Pictures
What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …
Read More »A Big E&P Discloses The In-Field Sand Mine We Visited In March. More Importantly, They Want To Deploy More Mini-Mobiles…
In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant…Today, the E&P customer behind it talked all about it for the first time… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Site Visit To Delaware Basin’s 1st “Independent” Mini Wet Sand Plant
This week in the Permian, we laid eyes on the frac sand industry’s newest plant… 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 …
Read More »Wet Sand Renovations About To Begin At Chesapeake’s Burleson Mine
An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …
Read More »The Big Reveal On The 2nd Mobile-Mini Deployment In The Permian Basin…
Three weeks ago, we wrote about a new Permian sand mine opening. Now we know the rest of the story…. 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 »Sand Mine M&A, But Not The Consolidation Many Are Waiting For…
A deal has been reached that sees a long-standing frac sand mine change hands… 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 »A 12th In-Basin Mine Is Spotted In The Eagle Ford As A Traditional Player Adds Both Northern White And Local Capacity
A 60-year old Northern White sand producer who has been selling proppant for the past 5-10 years is the latest company planning an in-basin frac sand entrance in Texas. We learned more details after conducting an exclusive interview with the company’s president this morning. There’s a lot more to this …
Read More »The First Truckloads Just Shipped From The 6th Permian Frac Sand Plant [Infill Thinking Exclusive]
Industry sources tell Infill Thinking that [NAME REDACTED] mine’s first truckloads are rolling out from their new frac sand plant near Monahans as you read this update. Login to see the plant’s name that is shipping and learn exclusive details about the planned ramp up here…. There’s a lot more …
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