Tag Archives: sand mines

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 …

Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update…  To read …

It’s hard to believe that it has been 6 years since this happened: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape [Exclusive Details] July 2022 was the 5-year anniversary of the opening of the Permian Basin's first local sand plant. While some other basins …

Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 …

A study of ProFrac’s Sand strategy…   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 …

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 …

Sand demand is up but supply base is evolving too. Here’s how… 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 …

For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …

Big kudos to Pete Cook and the Petroleum Connection for hosting another great sand event in Houston this week. No one does it better than that team, and it was great to see everyone in person again. Here is some of what we learned… There’s a lot more to this …

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, …