US Silica provided their outlook this morning and here’s what we took away… 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 »US Silica’s Market Outlook
US Silica provided their outlook this morning and here’s what we took away… 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 »The Great Sand Price Debate… What To Make Of Conflicting Datapoints? [Data Alert]
US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …
Read More »US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends
US Silica provided their outlook and some big new disclosures 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 Infill Thinking, or your membership has …
Read More »US Silica Launches Damp SandBoxes & Adds 1mm Tons Of Marketed Wet Sand Supply In Permian
US Silica provided their outlook and some big new disclosures last 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 Infill Thinking, or your membership has …
Read More »7 Takeaways From US Silica’s 2023 Market Outlook
US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …
Read More »US Silica Is Mostly Sold Out Through 2024, But Still Not Adding Sand Mines
US Silica provided positive earnings and outlook this morning. Here are 5 key points… 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 »US Silica’s New Market Outlook
US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared plus our data for context on a couple points… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »US Silica Is Riding The Frac Sand Pricing Wave And Rail Constrained
US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… 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 »Yep. They Are VERY Busy At The Permian’s Biggest Sand Plant!
What happens in the Permian makes it to the Infill Thinking newsletter, especially when we drive 1,200 miles across the basin in two days gathering intel for readers! Check out an update on a sand plant in this post. There’s a lot more to this story… Login to see the …
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