We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 »It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. 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 »Anecdotal Evidence Keeps Building Saying… Yes, A Run On Sand Is Underway
A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… 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 …
Read More »Is A Run On Sand Starting?
A hunch we’ve been writing about for months is coming to pass… 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 …
Read More »Sandemonium Strikes Again
Just when everyone assumed the Permian was hopelessly oversupplied with sand comes a supply crunch that will make everyone question their beliefs! 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 »Pandemonium Erupts In The Texas Frac Supply Chain As 2020 Begins
Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »‘Tis The Season… To Miss Truck Drivers. There’s An All-Out Last Mile Scramble Underway As 2018 Draws To A Close
Just before the ball drops ushering in the new year, we are hearing about widespread supply chain disruption from seasonal driver shortages leaving frac crews unsanded in Texas. In this report, read full analysis including what’s going on, why, where, why it matters, and what’s next. There’s a lot more …
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