Tag Archives: local sand

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 …

Going through local sand mine operating data for 3Q20 this week, a notable bifurcation stands out. Specifically… 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 …

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …

We believe this market color bears repeating verbatim here, and we quote: 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 …

A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Frac sand is highly litigious and public legal records often shed light on behind the scenes operational and market naunces. In this update, we summarize some intel revealed in the allegations of a new legal matter in the sector… There’s a lot more to this story… Login to see the …

We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s …

A data-driven look at operating activity trends for the Lower 48 local frac sand mining industry. 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, …

Setting aside what we all know about frac sand demand in 2Q20 (volumes are terrible), there are some interesting gives and takes at play when it comes to Northern White Sand (NWS) vs local sand market share trends this quarter. Check this out…   There’s a lot more to this …

This morning comes official news of the first in-basin Permian sand mine closure since Black Monday. This may be the first official Permian closure in the pandemic era, but it a) won’t be the last and b) might not be the actual first. Here’s what we are watching as the frac sand demand destruction situation …