Permian local sand availability is… 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, please email us to discuss our …
Read More »The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt
Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …
Read More »Havoc Ahead – Permian Road Project Could Impede Oilfield Traffic For 5+ Years (Starting This Month) Before It Makes Things Better
A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »The Permian Sand Market Is Looking Tight In September & October (So Long As Oil Prices Don’t Keep Going Straight Down)
Mine-gate prices for Permian local sand are… 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, please email us to …
Read More »Frac Sand Mine Orderbook Chatter Gets Louder
With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …
Read More »Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer”
In the Permian Basin, frac sand production capacity growth has been… 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, …
Read More »Permian Fracs Could Be Sand Constrained In 2022 [Chart Of The Day]
For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …
Read More »MORE 1Q21 Weather Issues Plague Frac – This Time Wicked Wind In West Texas
First the freeze. Then the wind. Lost days continue piling up for the Texas frac industry in 1Q21… feature image photo credit 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 …
Read More »Two Truths About Energy Transition Are Self Evident In The Texas Energy Emergency
The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question …
Read More »Quick Takes On Produced Water Impacts In The Wake Of The Freeze
Proactive steps and production curtailment are both helping to… 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, please email …
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