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Tag Archives: frac supply chain

Anecdotal Evidence Keeps Building Saying… Yes, A Run On Sand Is Underway

January 18, 2021 Quick Thoughts

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Is A Run On Sand Starting?

January 17, 2021 Quick Thoughts

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Sand Customers Talk Supply Chain – From Damp Sand To AI To Bundling, Proppant Type, Volume/Well & More…

November 9, 2020 Infill Thoughts

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The Wall Street Journal Just Wrote Frac Sand’s Obituary. Here’s Our Take, A Palate Cleanser & A Pick-Me-Up…

October 9, 2020 Infill Thoughts

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Where To Next For Frac Sand? Will The Industry Ever Be Able To Extract Itself From This Mess?

October 6, 2020 Thinking Ahead

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Buyer Behavior Cliff Notes As Devon & WPX Become One Frac Customer

September 28, 2020 Infill Thoughts

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More Direct Sourcing Debate Reaction – Historical Context & A New Angle To Consider In Frac Procurement Models

September 14, 2020 Infill Thoughts

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Solaris Estimates The US Frac Crew Count Can Rebound 35-45% In 3Q20

July 31, 2020 Quick Thoughts

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US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20

July 31, 2020 Infill Thoughts

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The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]

July 17, 2020 Quick Thoughts

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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