Infill Thoughts

What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …

Oilfield water management’s rapid evolution from cottage industry to stand-alone business is attracting dozens of new players across the entire water value chain. As startups join stalwarts in a business model revolution, our Aqua Men series brings this fast developing space to life. This is the first profile in our …

With the last mile market now sufficiently supplied by new gen equipment, competition is hot even if you have the latest and greatest gear. If you have equipment built more than 5-10 years ago… well… you might be looking for the exit. In April, one owner will put a fleet of …

With just a week left in the quarter, we quantified a leading indicator for Permian drilling activity in this edition of our weekly rig count 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 …

This government data set is worth highlighting this morning, since it directionally lines up with recent frac sand management commentary on the bottom… 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. …

Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… Login to see the full …

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 …

Real-time takeaways – what you need to know as Covia speaks this morning… just the points with read-through for the industry… We live-blogged this conference call. 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 …

In this week’s regular rig update, we note that while Total US land rig counts are down 27 rigs month over month, they’re up 28 rigs since this time last year. If the unconventional Permian rig counts is any sort of leading indicator, US land rig counts as a whole …

The debate over take-or-pay frac sand contract sanctity continues, as a producer has turned to the courts for contract enforcement. 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 …