Tag Archives: frac sand

Inflation has been one of the hottest topics in shale lately, so here we take a look at one of the key drivers of completions cost escalation with hard data. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We did some data mining on a new plant startup last week to figure out who is pumping its 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 …

A new plant startup this week makes good on an Infill Thinking prediction from two months ago. 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 …

Lots of people talk about wet sand. We quantify it – mine by mine, crew by crew, operator by operator – to put some context on market penetration. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

What’s the latest on that new local sand mine up in the Marcellus/Utica that opened in late-2021? In this update, we provide all the latest datapoints we can get our hands on in the public record about this facility. There’s a lot more to this story… Login to see the …

Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …

Industry talk about another new entrant frac sand miner is building, but we’ve been unable to connect with the right folks at the company yet to confirm… here’s what talk in frac sand inner circles suggests… There’s a lot more to this story… Login to see the full update…  To …

This week, we are working with our colleagues at Lium Research on refreshing the quarterly Shale Data packet, which includes forecasted frac crews, wells, and frac sand demand among other metrics. If you are a Lium data client, watch for email notification about the new downloads later this week. A …

We follow up on several recent Infill Thinking reports about new sand capacity with more details from our channel checks… 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 …

We are picking up some interesting chatter in the frac supply chain… 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 …