Tag Archives: sand supply

Since giving our members the heads up about this new frac sand capacity in S TX several times since December, we connected with management to learn directly from them about the project and what else they’ve got in the works… and there’s quite a bit cooking here… There’s a lot …

Sand demand is up but supply base is evolving too. Here’s how… 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 …

A data exercise we ran with our expanded research team at Lium this week reveals both good and bad news for Permian sand customers…. 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 …

Cody Wickersheim writes: When Joseph Triepke asked me to write an article for Infill Thinking, I think it was intended to be a commentary on the impact each of us has felt over the past year and a half. We are losing some good folks. Many companies have become, or …

Current members login here to read full story… West Texas Ranchers in Winkler County know the name Black Mountain Sand well. Now, operators in the Permian are getting to know the name Black Mountain Sand. Soon everyone that cares about frac sand will know the name. The company is working on the …

This earnings season has been rough on the sand stocks. The sell-off appears to be the classic case of a crowded trade. Sand stocks we monitor had increased 433% from the bottom about this time last year. In the past three weeks (as they reported 4Q16 earnings), they’ve fallen 30%. Big Oil …