Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …
Read More »Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]
This week, we have an update on local sand mining activity… 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 expired, …
Read More »Eagle Ford Sand Buyer Pain Returns After A Breather In 2Q…
The Eagle Ford this year has been hot and cold at various points in time. Currently, it’s hot… here’s what we are hearing! 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 »Firsthand Confirmation: Nomad’s 1st Plant Is Operational, Shipping Imminent [Site Visit Report / Pics]
We drove out to several in-field frac sand mines and this is what we saw and learned… 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 …
Read More »OnCore Processing’s 2 Big Spring In-Field Plants Look Busy [Site Visit Report / Pics]
We drove out to several in-field frac sand mines and this is what we saw and learned… 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 …
Read More »Positive Read-Through For Frac From ProFrac’s First Earnings Call As A Public Company
We digested new datapoints from ProFrac 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 Infill Thinking, or your membership has expired, please email us …
Read More »First Look: 2023 Frac Sand Demand If Oil Prices Are $100+
This week, our Lium colleagues updated their quarterly data packet and D&C model with fresh forecasts for 2023 on a $100 oil base case – updated databases include D&C Model, E&P Spending, Rigs, Wells, Frac, Shale Fleets, Frac Sand, and sand prices. In this chart of the day, we share a snippet from the big …
Read More »Frac Sand Mine Activity Trends – Doing More With What You’ve Got [Chart Of The Day]
This week, we have an update on local sand mining activity… 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 expired, …
Read More »Eagle Ford Sand Buyers Face More “Pain At The Gate”
Today we follow up on a series of recent reports on Eagle Ford sand market chaos (including this one from mid-March and this one from early-April) with the latest crazy datapoints… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer”
In the Permian Basin, frac sand production capacity growth has been… 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 expired, …
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