Tag Archives: nws

A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Setting aside what we all know about frac sand demand in 2Q20 (volumes are terrible), there are some interesting gives and takes at play when it comes to Northern White Sand (NWS) vs local sand market share trends this quarter. Check this out…   There’s a lot more to this …

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 …

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, …

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 …

It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

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 …

Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …

Infill Thinking participated in the Petroleum Connection’s frac sand conference in San Antonio this week. We will share a full recap of our key takeaway in a piece early next week – we learned quite a bit on the sidelines of the show as well as during several of the …

We first learned that Wood Mackenzie had conducted an independent study on the performance of local sand downhole in a tweet from Robert Clarke, the firm’s Lower 48 upstream research director who some of you may have met at our recent member meetup in Fort Worth. Respecting Robert and Wood …