A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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 »Will The Sand Mines Be Ready To Meet 2021 Demand? [Chart Of The Day]
There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update… …
Read More »Sand Hauler Recruiting Is A Tougher Task In The Pandemic Era [Chart Of The Day]
This week, all the talk in frac sand insider circles has been about the sand hauling chaos. Here are three recent Infill Thinking pieces on this development: The Warning The First Signs The Story Continues Here we take a data-driven look at one of the culprits… There’s a lot more …
Read More »Haynesville Local Sand Industry Pulls Ahead Of Its Westerly Neighbor [Chart Of The Day]
Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 »How Does In-Basin Sand Supply Distribution Line Up With Completions At The Bottom? [Chart Of The Day]
With US onshore activity limping up from the bottom of a harsh downturn, we asked the question – how well did the frac sand industry do in matching supply to demand regionally? We all know that sand producers…. There’s a lot more to this story… Login to see the full …
Read More »The One Chart That Says It All About US Frac Sand Supply/Demand
What a wild crazy insane ride the past five years have been in frac sand. This chart pretty much sums it up folks (click the chart to see it full size in a new window). Chart is followed by a couple observations… There’s a lot more to this story… Login …
Read More »The Bankrupting Of Oilfield Service [Chart Of The Day]
Unsurprisingly, lawyers and restructuring advisors are the biggest winners in this mess. They are making out like bandits and harvesting a massive payday from the industry’s financial predicament. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »A Cashless 2H20 Oilfield Bounce? [Charts Of The Day]
Lots of analysts, ourselves included, are writing about the uptick in completions and frac crew count. But let’s be careful not to put the cart before the horse… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Most Important Thing To Watch This E&P Earnings Season If You Are An OFS Provider [Chart Of The Day]
With E&P earnings heating over the next 7-10 business days, one critical thing we’ll be watching closely is how…. 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 …
Read More »The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]
Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …
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