Tag Archives: proppant

On New Year’s eve, we sent a newsletter. Despite the holiday, it was one of our most opened and shared newsletters of 2019. Why? It introduced a new idea with disruptive potential. Just when we all thought the frac sand was sufficiently disrupted by the advent and maturation of in-basin …

We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation Login to see the full update… To read …

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… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

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. Login to see …

Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. He has spent his entire life in and around trucks, and has a genuine passion for the trucking industry that is evident in the “state of the …

We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

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 …

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …

A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… To read this update …

What were you up to in 1974? That’s when our guest author today started working in frac sand logistics. He’s seen it all and done it all. And he shares it all in this post. If you are a history buff, you are going to love this one… Two of …