Tag Archives: frac sand

Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… Login to see the full …

We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it here… 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. …

Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. 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 …

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. …