This week, our Lium colleagues updated their quarterly data packet and D&C model with fresh forecasts for 2023 on a $100 oil base case – updated databases include D&C Model, E&P Spending, Rigs, Wells, Frac, Shale Fleets, Frac Sand, and sand prices. In this chart of the day, we share a snippet from the big …

Civil site work and prep is underway at the Basin’s newest in-field mine. This one will be… 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 …

This week, we are honored to be presenting the frac sand outlook for the IMFORMED Industrial Minerals conference in Houston (link) leveraging Lium data. Lium data clients are welcome to download the full presentation here. Here is are the themes we are addressing in the presentation outline followed by a “chart …

In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …

In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant…Today, the E&P customer behind it talked all about it for the first time… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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 …

Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? 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 week, we have an update on local sand mining activity… 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 expired, …

Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals. After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook. As a general impression… There’s a lot …

A variety of datapoints crossed our desk and surfaced in client meetings this week that didn’t warrant a full update but are certainly worth a mention and impact the frac supply chain. Here are the nuggets that stood out to us…. There’s a lot more to this story… Login to …

Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

This is a developing story… 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 expired, please email us to discuss our …

Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update…  To …

Today we follow up on a series of recent reports on Eagle Ford sand market chaos (including this one from mid-March and this one from early-April) with the latest crazy datapoints… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Frac efficiency has stagnated over the past several quarters…. 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 expired, please email …