Tag Archives: northern white sand

Our channel checks reveal that the pain being felt by Northern frac sand producers continues to escalate at a rapid pace. Read the latest developments in the supply stack disruption rippling through this important completions segment here. There’s a lot more to this story… Login to see the full update…  …

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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 …

There is a new discussion topic over in our members-only discussion forum today. Click here to read the full thread and discuss In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations. Understandably, investment appetite …