Tag Archives: supply stack

What a wild crazy insane ride the past five years have been in frac sand. This chart pretty much sums it up folks (click the chart to see it full size in a new window). Chart is followed by a couple observations… There’s a lot more to this story… Login …

We track Xmmtpa of frac sand production capacity online in the MidCon today. We now believe that frac sand demand could sink south of Xmmtpa on an annual run rate as mid-year approaches. Here’s how local plants are reacting… There’s a lot more to this story… Login to see the …

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 …

Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …

Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… Login to see the full …

Back in early-March, we wrote to subscribers that a frac sand miner was evaluating a deposit outside San Antonio to serve the Eagle Ford (see point 1 here), something we picked up on the sidelines of the industry’s leading conference. This morning, Emerge Energy Services announced they’ve closed an Eagle Ford …