Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …
Read More »8 New Questions To Ponder While Standing In The Shifting Sands
The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …
Read More »Going Local Part 2: US Independents Are “Backing Up The Truck” On In-Basin Sand
Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 …
Read More »Candid Covia CEO: “Oversupply Is Upon Us”
Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …
Read More »Notes From Fort Worth Part Two: Market Intel From Meetings With Industry Leaders
We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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. …
Read More »Notes From Fort Worth Part One: Member Meet-up, Event Photos, Our Team Expands, And On To The MidCon
We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 …
Read More »Smart Sand Asks The Railroads To Not Give Up On Frac Sand; Makes The EUR Case For NWS
Smart Sand yesterday launched a new quality defense in the Northern White Sand vs. In-Basin debate. Management cited customer requests for conductivity testing, specifically for 100-mesh sand. They also appealed directly to railroads not to give up on the frac supply chain. We discuss… There’s a lot more to this …
Read More »Black Mountain Does It Again & Enters A Fourth Local Sand Market [Infill Thinking Exclusive]
Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! 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 …
Read More »Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]
We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. 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 …
Read More »Going Local: We Picked Up On A Big Tone Shift From Sand Buyers On In-Basin Proppant This Week
This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… Login to see …
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