Tag Archives: oversupply

As we continue to process and digest last week’s year-ahead survey results we spent some time going over the open-ended responses…. 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 …

Today we examine data on supply trends in frac 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 new to Infill Thinking, or your membership has expired, please …

Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. Here’s an excerpt from our “Zombie Plant” update on August 24: “Some NWS producers are evaluating plant closures and others may have actually already begun the mothballing process for some higher cost plants.” Infill Thinking, …

Since releasing this list of new questions to ponder in the current frac sand environment a couple days ago, we have had a constructive dialog with many industry contacts regarding the spectrum of possible answers and additional considerations. That important feedback is shared below, but first a word on real-time market conditions. …

The questions being asked around the frac sand market water cooler are changing in tone from “what if oversupply happens” to “what happens after oversupply.” This is not a subtle change and it has implications for many more market participants than simply the sellers. And the tone shift is happening startlingly fast. …