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 …
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Our First Look At The Permian’s Next New Mobile-Mini Mine Site
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 …
Read More »Frac Sand Trends, Data & Key Takeaways For Houston Oilfield Minerals Conference This Week [Chart Of The Day]
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 …
Read More »Smart Sand’s Proppant Market Outlook
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 …
Read More »A Big E&P Discloses The In-Field Sand Mine We Visited In March. More Importantly, They Want To Deploy More Mini-Mobiles…
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 …
Read More »US Silica Is Riding The Frac Sand Pricing Wave And Rail Constrained
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 …
Read More »New Evidence Of Rail Constraints for NWS & A Silica Dust Rule PSA
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 …
Read More »Frac Sand Mine Activity Trends – Doing More With What You’ve Got [Chart Of The Day]
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, …
Read More »Liberty Sees Rebundling, Past-Tense Sand Crisis, Modest HHP Pricing Gains Ahead, & Not Much New On Wet Sand…
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 …
Read More »In Other News… The Calm B4 Another Sand Storm? Hedges Hurt, Revolvers Help, $3bn? More HHP, People On The Move & more…
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 …
Read More »An Uptick In Frac Sand Prices Next Month Is Coming. It Has Nothing To Do With Mines [Chart Of The Day]
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 …
Read More »Reuters Says Atlas Sand Is Considering IPO, Valuing Company At Two To Three Billion Dollars
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 …
Read More »Everything You Could Possibly Want To Know About A Top Five NWS Plant
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 …
Read More »Eagle Ford Sand Buyers Face More “Pain At The Gate”
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 …
Read More »Stagnant Sand Pumped Per Crew Day Exacerbates Well Cost Inflation Pain [Chart Of The Day]
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 …
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