By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… Login to see the full update… …
Read More »10 Things To Know About The New Haynesville Shale Mine Beyond The Press Release
Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. 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 »Going Local Part 2: US Independents Are “Backing Up The Truck” On In-Basin Sand
Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 …
Read More »Going Local: We Picked Up On A Big Tone Shift From Sand Buyers On In-Basin Proppant This Week
This is a pretty interesting read. Are you subscribed yet? Our research service is available for less than a buck per report! Our goal is to democratize high-quality oilfield market analysis, making it available and affordable to a broad audience. There’s a lot more to this story… Login to see …
Read More »NWS Displacement Alert: Permian Proppant Tons Shipped By Rail Have Begun To Fall
In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6). It didn’t take long for this prediction to pan out… the first datapoint …
Read More »A 12th In-Basin Mine Is Spotted In The Eagle Ford As A Traditional Player Adds Both Northern White And Local Capacity
A 60-year old Northern White sand producer who has been selling proppant for the past 5-10 years is the latest company planning an in-basin frac sand entrance in Texas. We learned more details after conducting an exclusive interview with the company’s president this morning. There’s a lot more to this …
Read More »Planned Local Sand Supply Has Surpassed Estimated 2019 Demand In Four Big Basins [Chart Of The Day]
Is the frac sand greenfield rush of 2017/2018 finally over? It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply. In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac …
Read More »Another Mid-Con Mine Appears As A Permian Start-up Moves North With Their Fourth Frac Sand Plant Permit
One month ago, Infill Thinking predicted that two to three more planned Mid-Con frac sand plants would be identified soon (see last section here). Since that prediction, three new plants have come to light. These include: There’s a lot more to this story… Login to see the full update… To read …
Read More »In-Basin Mines To Supply 75% Of Permian Basin Proppant Demand Next Year [Chart Of The Day]
Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …
Read More »A Self-Proclaimed “Sand Snob” Laughed At The Regional Sourcing Trend Six Months Ago. He’s Not Laughing Anymore…
The customer is always right, and here is what they are saying about the frac sand they are buying. 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 …
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