In the Permian basin, FOB Kermit 100m and 40/70m sand prices have decreased since last week, with prices falling by $0.50 and $0.75 per ton each. Northern White Odessa 40/70m sand prices have remained relatively flat, falling by $0.05 per ton since last week, suggesting continued limited demand relative to in-basin supply.
In the Northern White mine gate market, FOB Wisconsin 100m, 40/70m, and 30/50m rose by $3.00 per ton each since last week, highlighting the preference for plants along certain key Class 1 Rail lines. This is especially true as standalone Northern white mine gate prices are trumped by the cost of logistics and transport.
Permian frac sand prices continue to hold steady this week, with FOB Kermit 100m and 40/70m prices rising by $0.25 and $0.50 per ton each this week. The market for FOB Kermit 40/70m remains tight this week, with a slightly greater pickup in demand than expected relative to current production levels. This is evidenced by the widening of the 100m-40/70m spread at Kermit. FOB Odessa Northern White sand prices remained flat again this week, suggesting continued limited demand for Northern White products in the Permian.
In the Permian basin, FOB Kermit 100m and 40/70m sand prices have increased since last week, with prices rising by $0.15 per ton and $1.00 per ton respectively. Northern White Odessa 40/70m sand prices fell by $0.30 per ton since last week, suggesting continued limited demand relative to in-basin supply.
In the Permian basin, FOB Kermit 100m and 40/70m sand prices have converged since last week, with 100m prices rising by $1.75 per ton and 40/70m falling by $1.00 per ton. This is the result of an acute near-term relative supply squeeze on 100m sand in the Permian as activity continues to hold strong. Northern White Odessa 40/70m sand prices fell by $0.40 per ton since last week, suggesting continued limited demand relative to in-basin supply.
In the Permian basin, FOB Kermit 100m and 40/70m sand prices have decreased since last week, with prices falling by $0.15 per ton each. Northern White Odessa 40/70m sand prices fell by $0.50 per ton since last week, suggesting continued limited demand relative to in-basin supply.
In the Permian basin, FOB Kermit 100m and 40/70m sand prices have remained relatively stable, falling by $0.20 per ton each since last week. Northern White Odessa 40/70m sand prices fell by $1.00 per ton since last week, suggesting continued limited demand relative to in-basin supply.
In the Permian basin, FOB Kermit 100m and 40/70m sand prices have decreased since last week, with prices falling by $0.40 per ton each. Northern White Odessa 40/70m sand prices fell by $2.00 per ton since last week, suggesting continued limited demand relative to in-basin supply.
In the Permian basin, FOB Kermit 100m and 40/70m sand prices have increased since last week, with prices rising by $0.75 per ton each. Northern White Odessa 40/70m sand prices have remained relatively flat, staying within a $0.25 per ton bandwidth since last week, suggesting continued limited demand relative to in-basin supply.
We continue to hear from the PanXchange network that the frac sand market continues to showcase optimism regarding stable WTI prices in excess of $60 per barrel. In the Permian basin, FOB Kermit 100m and 40/70m sand prices have remained relatively flat since last week, with prices falling by $0.05 and $0.15 per ton respectively. Prices still remain at relatively high levels, as WTI prices have stabilized above $60 per barrel. Northern White Odessa 40/70m sand prices have fallen by $0.30 per ton since last week, suggesting that Northern White’s use as a substitute product is fading as in-basin supply and logistics operations continue to ramp up.