Today, we are updating another Excel download for data clients – this one tracks frac sand hauling fleets. Some key takeaways from the new data include: … 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 »Sierra’s Plant And Product Are Evolving To Better Serve Dynamic Haynesville Frac Sand Demand [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »First Loads Are Shipping From A New(ish) Haynesville Local Sand Mine [NOTES FROM THE ROAD]
We drove to a frac sand mine shipping their first loads last 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 »The Haynesville’s Damp Sand Pioneer Is Expanding In Anticipation Of An LNG Frac Boom [Notes From Behind The Gate]
We spent several days in late-September 2024 driving 1,000 miles around Louisiana, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Haynesville Sand Pricing Can Rebound Ahead Of Nameplate Utilization – Here’s Why
Economics 101 says that oversupplied markets have depressed pricing. But don’t forget Porter’s Five Forces… in this piece we discuss the interplay of two competing variables in the pricing equation that could have big implications for the future of frac sand pricing in Louisiana… There’s a lot more to this …
Read More »Haynesville Pressure Pumping Observations From The Field [BOOTS ON THE GROUND]
On Wednesday, we drove from dawn to dusk in the Haynesville shale. We managed to see 7 frac sand plants and 2 frac jobs that day. It was a great day for it too in the beautiful countryside around Shreveport. Here are some quick frac market nuggets from our time …
Read More »A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready [NOTES FROM THE ROAD]
We visited a frac sand mine under construction this week. What we saw changed our perspective on… 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 »Sand Truck Fleet Ranking Takeaways From A New Data Download [Data Alert]
Today, we are introducing a new Excel download for data clients tracking frac sand hauling fleets, primarily in the Texas completions market. 5 key takeaways from the new data include: … There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Haynesville & MidCon Sand Supply Stack Trends [Data Alert]
Key takeaways from new premium data… 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 »1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 …
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