We drove to a frac sand mine shipping their first loads 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 …
Read More »A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready [NOTES FROM THE ROAD]
We visited a frac sand mine under construction this week. What we saw changed our perspective on… 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 …
Read More »Refreshing Our Wellsite Storage Fleet Estimates As Piles Pile Up [DATA ALERT]
Today, we refreshing another high value data resource for Lium Shale Data clients… 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 »Checking On Texas’s Biggest Wet-Only Local Sand Plant
We caught up with a frac sand management team for exclusive details on growth plans they have in the works… 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 »Pile Scoop Confirmation
A big development we broke news about a month ago is confirmed today… 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 »ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure
A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …
Read More »Permian Local Sand Activity Hits A New All-Time High [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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. …
Read More »A Big Potential Development In The Wet Sand Pile System Game [SCOOP]
A potentially big development is brewing in the wet sand pile game… 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 Proppant New Entrant Update: Texas Wet Sand
We share company specific details after catching up with another private frac sand company’s management team. 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, …
Read More »The Latest On A Pile System Service Provider [Field Check Notes]
We recently checked in with the co-founders of a wet sand pile system provider and here is what we learned… 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 …
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