Infill Thinking December 2, 2021: New Year Could Bring Bigger Headaches For Permian Sand Buyers…
Yep, that happened.
Fast forward to today…
…and everyone’s talking about sand again.
From the “fair weather fans” – institutional investors and professional service firms calling us now after several years of radio silence – to the mainstream press (who seem to be getting the sand market at least “directionally” right, if not totally accurate, in their recent articles), proppant is tip of the tongue again… everywhere we look!
Several frac sand veterans we update regularly with told us that this market is crazier than anything they’ve seen even back to 2014. We are grateful that they still somehow find time to talk to us these days (you know who you are and we thank you for taking our calls). We’ve stuck in there with you covering this market through both the bad times and the good, and we are happy for our industry friends that have had very lean years that their business is good again (at the same time, we worry about friends on the other side of the market who are struggling mightily to find sand). One thing both sides need is good market information, so let’s dig in…
There’s a lot more to this story…
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