Tag Archives: local sand

Despite the ramp of multiple local South Texas frac sand mines, some recent RFQs from a handful of operators continue to ask for Northern White Sand… 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 …

Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… There’s a lot more to this story… Login to see the full update…  …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! There’s a lot more to this story… Login to see the …

Rough start to frac sand earnings season – a start inline with the implications of Union Pacific’s earnings a couple weeks back. US Silica’s stock performance on their earnings release this morning (-30% intraday) reminds us this morning that bad news is never priced until it happens. There’s a lot …

Digging into the public record, we’ve unearthed new details on the latest Rocky Mountain greenfield frac sand project… 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 …

In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.  

Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 …

This weekend, the Grand Forks Herald newspaper in North Dakota published a story titled: “Sand deposit could be ‘game-changer’ for ND oil industry.” Five weeks ago, Infill Thinking broke the news about a frac sand plant starting up in the Bakken. Here is a link to Infill Thinking’s original piece …

Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin sand. 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 …