Tag Archives: frac sand

This week, the esteemed Wall Street Journal went to town on frac sand, all but declaring the sector dead. The piece has some elements that we commonly find in anti-O&G hit pieces, but it is more a diatribe describing the industry’s economic trials and tribulations than any thing else. The …

The frac sand business finds itself between a rock and hard place these days. The rock is extreme…   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 …

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 …

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …

Prior to the March 2020 oilfield crash, the in-field frac sand mining trend was poised for take-off, but the downturn obviously derailed this. Now this week…. 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 …

A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

Relative to the lows of 2Q20, which basin will enjoy the best trends after the ball drops on a miserable 2020 and 2021 completions programs start to kick in? Over the past couple of weeks, we’ve touched base with a whole bunch of industry contacts in the process of…. There’s …

An interesting development in the last mile caught our attention this week… here’s what we know and what we are looking into… 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 …

Two new developments crossed the transom in ongoing frac sand restructuring cases that are worth a mention over the past week or so…. 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. …