Tag Archives: sand

One of our takeaways from the Petroleum Connection’s frac sand conference in Houston earlier this month was the threat of cheap, quick supply coming online from brownfield capacity expansion. Over the past several weeks, this threat has fed investor concerns that looming supply growth will soften the frac sand market which …

Six weeks ago, we identified last mile logistics for frac sand as a potential choke point in the 2017 recovery. Frac sand’s last mile is a tedious dance between operators, trains, trucks, pumps and thousands of tons of sand. Halliburton validated our concerns on Monday evening. There’s a lot more to this …

The big public frac sand suppliers (companies like Hi-Crush, US Silica, Fairmount Santrol, and Smart Sand) will be closely watched when they report earnings this quarter. Expectations for increased proppant demand are high as the US shale industry gets back to work. But Big Sand won’t be talking about their own …