Tag Archives: local sand

Market intel on the local frac sand supply stack. 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 …

What can Eagle Ford frac sand customers and suppliers expect for the rest of 2019 on the local sand greenfield front? We’ve rounded up data on the next round of plant startups. There’s a lot more to this story… Login to see the full update…  To read this update and …

One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …

We learned that an operator had some very nice things to say about local sand to their investors in New York on Tuesday morning… Check out why this is notable here. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

After a relatively quiet couple of weeks in the frac sand marketplace, chatter in the channels we check has picked back up a bit. Here are five things that matter that we’ve heard this week… There’s a lot more to this story… Login to see the full update…  To read …

Today’s chart of the day sits at the intersection of water sourcing and frac sand mining. 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, …

The great local sand rush of 2017-2018 has cooled off in 2019 after industry-wide frac sand pricing collapsed into a trough over the past 6-9 months. We estimate that Permian FOB mine prices are down some 65% y/y, which has put a damper on interest in expansion projects (greenfield or …

Our team’s week in the Permian Basin is flying by, and our notepad is filling up with boots-on-the-ground research takeaways. Here is our first round of observations from the world’s busiest oilfield… There’s a lot more to this story… Login to see the full update…  To read this update and …

This is the talk around sand town in February 2019. It is interesting. And it may be too soon to stick a fork in NWS 40/70 just yet… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We heard some chatter about local sand in the Appalachia at the Petroleum Connection’s frac sand conference in Houston last week, so we caught up the plant’s new ownership to learn more about the site and their frac sand ambitions. There’s a lot more to this story… Login to see …