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 …
Read More »U.S. Oil Prices Just Did Something They’ve Only Done 3 Times Since The 1980s [Charts Of The Day]
Although the mainstream press will focus on the massive spot oil price spike (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Frac Sand Pricing Sentiment Has Hit Rock Bottom [Chart Of The Day]
We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 »What Does “Sustainable” Look Like? [A Frac Sand Op-Ed]
I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …
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