Tag Archives: frac sand

Hi-Crush unexpectedly press released the departure of CFO Laura Fulton this morning. In many ways, Laura has been… 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 …

Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… There’s a lot more to this story… Login to see the full update…  …

Earlier this month, the sale of the Preferred Sands Arizona mine to a new entrant came to light. In our update on the deal, we noted the transaction was not an example of the consolidation many are waiting for in the proppant supply space. This week, another similar transaction has …

We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation There’s a lot more to this story… Login …

Relative to sand production, last mile is certainly a relative bright spot at the moment. But we submit that too many… 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 …

A deal has been reached that sees a long-standing frac sand mine change hands… 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 …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! There’s a lot more to this story… Login to see the …

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. There’s a lot …