Tag Archives: supply

A bullet point roundup of miscellaneous odds and ends in the frac sand world this week… 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, …

New details on a new frac startup company after catching up with management… 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 …

We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age….   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. …

We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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. …

Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …

This week, we have an update on local sand mining activity… 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, …

Frac HHP continues to come into the market. Here’s what to watch this coming week… 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 …

All you need to get up to speed on the latest developments in the frac supply chain can be found here. Grab a cup of coffee and tuck into this report! There’s a lot more to this story… Login to see the full update…  To read this update and receive …

This week, our Lium colleagues updated their quarterly data packet and D&C model with fresh forecasts for 2023 on a $100 oil base case – updated databases include D&C Model, E&P Spending, Rigs, Wells, Frac, Shale Fleets, Frac Sand, and sand prices. In this chart of the day, we share a snippet from the big …

This week, we have an update on local sand mining activity… 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, …