Tag Archives: supply

The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

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The Final Frontier In Frac Sand Logistics Optimization?

In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… Login …

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The Reconstruction Of The Jackup Market [Guest Post]

Deepwater attracts most of the attention paid to offshore drilling, but shallow water rig demand has improved recently stirring up some hope that perhaps the jackup segment may offer better relative recovery prospects offshore. We asked Infill Thinking subscriber Liz Tysall (a Senior Rystad Energy Analyst who has been following …

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