Tag Archives: proppant

Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …

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 …

In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …

Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …

The customer is always right, and here is what they are saying about the frac sand they are buying. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

We live blogged our takeaways from the US Silica earnings conference call on Tuesday morning…   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

Last Wednesday, Hayden Gillespie (Chief Commercial Officer of Black Mountain Sand) and Bud Brigham (Chairman of Atlas Sand) testified in front of the Texas House Of Representatives Energy Committee. If you missed their testimony, no worries took it in and recapped the highlights here. Some interesting market intel and perspective on …