As we prepare for a major Think Sheets release in the next week or so, we thought it’d be interesting to chart the appearance timeline of all the new mines that comprise the great frac sand rush of 2017/2018. There’s a lot more to this story… Login to see the …
Read More »Is Anyone Else Exhausted With All The Talk Of “Budget Exhaustion”? [Chart Of The Day]
The term “Budget Exhaustion” has caught on like wildfire on OFS and E&P calls alike over the past few weeks. We provide context around the concept (and conversation) in this update. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »2020 Vision: Over 1/2 The US Frac Sand Supply Base Will Be Local When The Decade Turns [Chart]
Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… Login to see the full …
Read More »The Path To 450+ Truckloads Per Day For Atlas Sand [Chart Of The Day]
About one week ago, the first truckload of finished frac sand left Atlas Sand’s gate in Kermit. Check out the latest on their ramp in this update. 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 »Permian Frac Sand Mining Activity Surges In 2Q18 [Chart Of The Day & Startup Watch List]
We digest and analyze reported mine activity and headcounts in the Permian Basin. 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 …
Read More »Planned Local Sand Supply Has Surpassed Estimated 2019 Demand In Four Big Basins [Chart Of The Day]
Is the frac sand greenfield rush of 2017/2018 finally over? It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply. In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac …
Read More »In-Basin Mines To Supply 75% Of Permian Basin Proppant Demand Next Year [Chart Of The Day]
Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …
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