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 …
Read More »Frac Sand Mine Activity Reaches New Post-Covid Highs [Chart Of The Day]
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 …
Read More »Profrac’s Sand △
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 …
Read More »Everything You Could Possibly Want To Know About A Top Five NWS Plant
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 …
Read More »A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022
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 …
Read More »Permian Fracs Could Be Sand Constrained In 2022 [Chart Of The Day]
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 …
Read More »And The Hottest Topic At The Houston Frac Sand Conference This Week Was… Drum Roll Please…….
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 …
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 »DSL Headline Fatigue Is Real, But So Is This New Lawsuit Threat…
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 »A(n Underground) River Runs Through It [Guest Post]
Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …
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