Flash-back. 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 …
Read More »Frac Sand Pricing Momentum Continues To Build
For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
Read More »Where Would $85 Oil Put The Frac Fleet Count In 2023? [Chart Of The Day]
This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …
Read More »NWS Production Trends – 3 Observations & 5 Key Questions Going Forward
For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
Read More »First Look At Permian Mine Activity Data [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 »Here’s What $55 WTI Would Do To Frac Sand Demand Through 2023 [Chart Of The Day]
What would $55 oil do to frac sand demand over the next 24 months? Read on brave reader to find out! 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 …
Read More »Sunny Frac Sand Demand Forecast For The Permian [Chart Of The Day]
This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …
Read More »Texas Two Step: Sand Demand Forecasts In The Permian & Eagle Ford [Chart Of The Day]
With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins. This chart provides a glimpse of …
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 Final Frontier In Frac Sand Logistics Optimization?
In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… There’s …
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