Tag Archives: frac sand

There is talk in frac sand inner circles this week about two capacity additions we’ve previously written about. Feels like these may becoming reality now… 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 …

Who is taking market share during bankruptcy? Here are some clues… 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, …

Our quick takeaways relevant to the broader frac supply chain market from… 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 …

In this update, you’ll find key takeaways relevant to the broader frac supply chain marketplace. 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 …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… 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 …

With US onshore activity limping up from the bottom of a harsh downturn, we asked the question – how well did the frac sand industry do in matching supply to demand regionally? We all know that sand producers…. There’s a lot more to this story… Login to see the full …

With 3Q20 earnings season commencing for the oilfield this week (Schlumberger reports on 10/16/2020), we too are taking a look back at 3Q20 performance here at Infill Thinking. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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 …