A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »1/2 The Rail Cars That Used To Move NWS Are Now In Storage With More Piling Up By The Day…
Several interesting things came out of a rail company’s write off and disclosures yesterday and as it pertains to the frac supply chain… 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 »Frac Sand’s Downtrend Concisely Articulated
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 …
Read More »2 Smart Takes On The Latest Shots Fired In The White vs. Brown Sand Debate
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, …
Read More »For Northern White Sand, A Strange Zenith Emerges In This Dystopia
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 …
Read More »Arkansas NWS Frac Sand Still Finding A Home In The Eagle Ford
Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 »Frac Sand Market Datapoint Roundup: 8 Interesting Things We Noticed Over The Past Week…
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… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »US Silica Outlines SandBox Changes & Sand Mine Rationalization Expectations As Proppant Earnings Season Gets Off To A Rough Start
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. There’s a lot …
Read More »A Long-Awaited Update From A Distressed Sand Producer Reveals Operations And Market Intel
It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Liberty’s Take On The In-Basin Sand Vs. NWS Debate
Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin sand. 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 …
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