We estimate there are X-X fleets active in the U.S. market today. Here’s how that trend looks over time with a few thoughts on 1Q23 trends in completions… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Permian Sand Could Be A White Knuckle Ride Into April – Quick Follow Up On Our Shortages Observations From Earlier This Week…
A quick follow up on the tightness we wrote about earlier this week… 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 …
Read More »Permian Sand Scarce Again…
This week, we have an update on supply/demand equilibrium in a key part of the frac supply chain… 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 …
Read More »Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]
How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »In Other News – More Eagle Ford Sand Supply, An E&P Adopts A 2nd Proximity Plant, Detmar Inks A Fueling Deal, H2O M&A, & More…
A bullet point roundup of miscellaneous odds and ends in the frac sand world this week… 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, …
Read More »Frac Startup Is Rolling Out A 2nd Fleet This Month After Pivoting From Water To Pumping. Fleet 3 Next Year…
New details on a new frac startup company after catching up with management… 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 …
Read More »Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]
We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age…. 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. …
Read More »Data Note – Permian Frac Sand Supply Analysis
We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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. …
Read More »If Oil Stays Above $80, Frac Sand Demand In 2023 Hits New Record Highs [Chart Of The Day]
Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …
Read More »Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]
This week, we have an update on local sand mining activity… 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, …
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