Tag Archives: frac sand

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 …

In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …

We are picking back up our Silica Valley Series today with a look at Scarco Service’s Transportation Asset Management System (TAMS) software platform. TAMS was built from an oilfield service company’s perspective to lower costs and create visibility across the entire completions cost structure. There’s a lot more to this …

It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …