Tag Archives: frac sand

A question we get from industry contacts from time-to-time is “what’s the price spread between wet and dry Permian sand.” So here we did some math and reverse engineered a wet/dry price spread… interesting exercise, and we share it plus some implications. There’s a lot more to this story… Login …

Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …

After canvassing quite a few contacts in the supply chain this week, it appears to us that the… 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 …

Our most read research update in 2022 (here’s a link to the top updates list) was titled “Who Else Is ProFrac Buying?”. Since that was written back in October, ProFrac announced three more acquisitions (two in sand – Monarch, Performance Proppants – and one in frac – Rev). Will ProFrac …

Here’s our take on the latest ProFrac acquisition in frac sand… 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, …

2022 was a busy year and a good year in shale all around. E&Ps and OFS verticals in most basins enjoyed growth. With 2022 drawing to a close, here are some statistics on the member resources Infill Thinking provided during 2022 followed by a list of the most popular research …

The very latest on a big 4Q22 development in the Eagle Ford sand supply stack… 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 …

A small local sand plant in the Eagle Ford about 40 miles south of San Antonio down 37 that never really did much. Is that about to change under new ownership? There’s a lot more to this story… Login to see the full update…  To read this update and receive …

It’s hard to believe that it has been 6 years since this happened: A Frac Sand Mine Lands In The Permian. This Could Transform The Competitive Sandscape [Exclusive Details] July 2022 was the 5-year anniversary of the opening of the Permian Basin's first local sand plant. While some other basins …

We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 …