Tag Archives: frac sand

The good old midwestern drenching we got in Oklahoma this week did not deter our mission of gathering firsthand intelligence on the Lower 48’s second largest drilling and completions market. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Infill Thinking has exclusively learned that a sand producer is planning to announce two new Permian Basin mines later today. Log in to see who, when and where. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Cross currents could buffet market share positions in the months ahead as NWS cedes share to local sand. In this update, we take a look at year-over-year changes in market share for the public frac sand producers. There’s a lot more to this story… Login to see the full update…  …

The rapidly shifting sand in the proppant markets will put consumer term contract exposure under the microscope in the months ahead. For pressure pumpers and E&Ps this contract exposure could become a big deal over the next 3-6 months. We discuss… There’s a lot more to this story… Login to …

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. …

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. …

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 …

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 …

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. …

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 …