Tag Archives: frac sand

Today’s news was widely expected. It’s what comes next that’s less clear. 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 …

Status quo in frac sand? Yep. For the first time in two years, disruption is in the review mirror not smack dab ahead of us. See how and what’s next in this thematic piece… There’s a lot more to this story… Login to see the full update…  To read this …

Infill Thinking has learned some new details in the Permian Basin saga involving the Dunes Sagebrush Lizard (DSL). These details involve a key leadership change and the 2019 conservation plan. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …

We learned that an operator had some very nice things to say about local sand to their investors in New York on Tuesday morning… Check out why this is notable here. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

2019 got off to a shaky start in the US onshore oilfield service business (largely due to macro volatility into year end). But as 1Q played out and WTI rallied, sentiment and completions activity indicators improved. Here with the second quarter only about a week old, we are pausing to …

Who’s suing who in the frac sand space? Here’s the latest intel gleaned from our review of public records… 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 …

What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …

In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. 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 …

Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… Login to see the full …