About three weeks ago, we penned this report on the challenges of finding sand in the Eagle Ford shale, a basin that is near the top of the U.S. shale plays for drilling activity increases so far this year. Here’s what’s new… There’s a lot more to this story… Login …
Read More »A Patriotic Oil Production Blitz Would Require Some Brown Sand And / Or NWS Capacity Reactivation
“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 …
Read More »Frac Sand Pricing Momentum Continues To Build
For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
Read More »Where Would $85 Oil Put The Frac Fleet Count In 2023? [Chart Of The Day]
This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …
Read More »NWS Production Trends – 3 Observations & 5 Key Questions Going Forward
For data clients, we have just posted bottoms-up analysis of nationwide frac sand mine activity for 4Q21 here. Some interesting high level takeaways have to do with NWS activity in the aggregate during the quarter…. There’s a lot more to this story… Login to see the full update… To read …
Read More »First Look At Permian Mine Activity Data [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 »A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022
Sand demand is up but supply base is evolving too. Here’s how… 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 …
Read More »Here’s What $55 WTI Would Do To Frac Sand Demand Through 2023 [Chart Of The Day]
What would $55 oil do to frac sand demand over the next 24 months? Read on brave reader to find out! 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 …
Read More »Sunny Frac Sand Demand Forecast For The Permian [Chart Of The Day]
This week, our colleagues at Lium research released their comprehensive quarterly shale data packet. For Infill Thinking readers, the latest Permian frac sand demand trends estimated in that update will probably be of interest… so here’s a chart and some key takeaways. There’s a lot more to this story… Login …
Read More »From Bad To Worse For Eagle Ford Sand Buyers…
Things went from bad to worse for buyers in the Eagle Ford sand market this week… here’s the latest. 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 …
Read More »