Tag Archives: local sand

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! Login to see the full update… To read this update and …

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. Login to see …

Digging into the public record, we’ve unearthed new details on the latest Rocky Mountain greenfield frac sand project… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive …

In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped. Login to see the full update… To read this update and receive our research …

Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

This weekend, the Grand Forks Herald newspaper in North Dakota published a story titled: “Sand deposit could be ‘game-changer’ for ND oil industry.” Five weeks ago, Infill Thinking broke the news about a frac sand plant starting up in the Bakken. Here is a link to Infill Thinking’s original piece …

Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin sand. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

During our recent field trip to the Eagle Ford, we met with the seasoned management team of a sand company that tends to fly a bit under the radar. Here is what we learned and saw… Login to see the full update… To read this update and receive our research …

Last month during our Eagle Ford market intel gathering trip (see the big picture highlights here), we stopped by the Signal Peak Silica frac sand production facility for a tour and meeting with management. Login to see the full update… To read this update and receive our research newsletters, you …