Tag Archives: frac sand

This update is going to be about lizards. Specifically an elusive species that few people (if any) that live and work in the Permian have ever seen; but one that could none-the-less derail much industrial and economic progress in the most important oil Basin in the world. The dunes sagebrush …

For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …

A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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, …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

US Silica provided their 1Q21 results and rest of year 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 …

Why it matters: Aggressive recruitment from new entrants in the frac supply chain can signal shifts in the competitive landscape and rate/cost structures. Drivers are a hot commodity and in short supply. What’s New: Several weeks ago, we flagged a new entrant in sand hauling: 5f. The app-based hauler was …

Three weeks ago, we wrote about a new Permian sand mine opening. Now we know the rest of the 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 …

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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, …

Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… There’s a lot more to this story… Login to …

We hear lots of things. Some of them bear repeating… 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 …