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 »Photos From The Road – Permian Field Trip
It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …
Read More »Full Steam Ahead (Without Emissions) For OnCore Processing’s Mobile Mini Mines [Site Visit Report / Pics]
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 »Notes From The Road – 13 Permian Field Trip Datapoints + A Fridge Status Update!
It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Monarch Silica Is Ramping In The Eagle Ford [Eagle Ford Stops Along The Road]
Last week during our Eagle Ford market intel gathering trip (see big picture highlights here), we stopped by the Monarch Silica frac sand production facility situated about 20 miles due south of San Antonio. In our meeting with management at the location we learned that… There’s a lot more to …
Read More »Sahara Wellsite Storage System Up Close And Personal [Appalachian Site Visit]
Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …
Read More »Say You Want A Revolution? A 2019 Last Mile Logistics Growth & Innovation Story…
On a chilly Permian morning a couple weeks ago, we spent some time with the management team behind a new, rapidly growing last mile solution. This week, the team is mobilizing a game-changing new hardware competent, which we are able to break the news on today. Here is what we …
Read More »A Dozen Firsthand Observations From The Dune Sand Production Corridor [Permian Perspective Part 2]
Our series of takeaways from a week invested in the Permian Basin gathering firsthand intel continues with this update. 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 …
Read More »Before Local Sand Started Trending, This Haynesville Producer Established A Beachhead [Site Visit Takeaways]
We recently had an opportunity to tour a local sand mine in Louisiana and learn from a management team who got their start in developing in-basin sand before it became a trend. Check out our takeaways and analysis of this mine and market here. There’s a lot more to this …
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