Tag Archives: frac sand

A noteworthy point of contention in a big frac sand bankruptcy came to our attention 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 be a member. If you are new to Infill …

With multiple large scale frac sand producers in the relatively early stages of CH 11 bankruptcy proceedings, we spent Thursday morning combing through court records for new market datapoints. The search was fruitful… There’s a lot more to this story… Login to see the full update…  To read this update …

Back on March 9, 2020, we wrote in the last sentence of this update: There comes a point in every oilfield cycle where things get Darwinian, and in this downcycle, that time is now. We own our mistakes, and the above point missed the mark on two fronts: i) early timing, …

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …

There are some interesting new developments in a big frac sand bankruptcy proceedings worth noting as other companies fall into Ch. 11 proceedings… 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. …

We believe this market color bears repeating verbatim here, and we quote: 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 …

Long awaited news materializes just before the deadline… 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 email us …

News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.  

A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

This is a firm we’ve flagged as a potential restructuring candidate in several recent posts (most prominently in a newsletter last week when we wrote “all eyes turn to Covia to see if they announce restructuring”). Today, we provide analysis of the news… There’s a lot more to this story… …