A bunch of buyers are talking sand. Here’s what they are saying… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …
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US Silica’s Latest Frac Sand Market Outlook
In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven …
Read More »It Wasn’t Just Sand That Was Hard To Get For 1Q21 Fracs…
When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …
Read More »Sanding Fracs Is Getting Easier But Still Not Easy
It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… Login to see the full update… To read this update and receive our research …
Read More »Tight Oil E&P Capex Creeping Higher Y/Y In 2021 [Chart Of The Day]
Preliminary budgets have risen… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here …
Read More »Following Frac Fleets – Round Up Of 2021 Planned Crew Counts Company-By-Company
In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven …
Read More »Texas Frac Demand Constrained By Frac Sand – A Headline That Was Unimaginable In 2020, But Here We Are!
As of Thursday Feb 25, frac demand is… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …
Read More »Texas Sand Crunch – Permian Gas Delivery Is Back, But Big Challenges Remain
While an earlier than expected reinstatement of dryer fuel is a positive for sand supply, the Texas local sand production situation is still anything but normal. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …
Read More »Through Chattering Teeth, Oilfield CEOs Describe February Frac Freeze Impacts
Adverse operational impacts from weather are surfacing in this week’s oilfield earnings calls. Here’s a roundup of some of what we’ve heard Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …
Read More »Snovid 2021 – Most Southwestern Frac Activity Still Offline, In For A Rough Restart
An update on the frozen and mostly shutdown southwestern oilfield. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …
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