Tag Archives: frac supply chain

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 …

Last week all the talk in the Eagle Ford frac supply chain market was of a mine closure that rapidly tightened the local proppant marketplace. Here are the details and market impacts… There’s a lot more to this story… Login to see the full update…  To read this update and …

Who’s plant is the busiest plant? We ran the numbers and… 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, …

Catching up on frac sand mentions in pressure pumper market commentary over the past couple months, these three things stood out as some of the more interesting things pumpers said about their biggest consumable: 1.. 2.. 3… There’s a lot more to this story… Login to see the full update…  …

Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …

Long-talked about regulations loom large with implementation finally happening next week… thoughts on what it means 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. If you are new to Infill …

With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins. This chart provides a glimpse of …

A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… 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 …

A hunch we’ve been writing about for months is coming to pass… 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 …

When frac customers talk, we listen. And here’s what we are hearing about their frac supply chains… 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 …