Our latest round of Permian market intelligence focuses on datapoints in frac sand’s last mile and wellsite handling market. 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 …
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E-Fleets Back In The News…
US Well Services, one of a handful of electric frac fleet technology pioneers, hosted their first earnings conference call as a public company yesterday. A couple things stood out to us, including … There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Last Mile Delivery’s Heritage In The Canadian Sandpatch [Guest Post]
What were you up to in 1974? That’s when our guest author today started working in frac sand logistics. He’s seen it all and done it all. And he shares it all in this post. If you are a history buff, you are going to love this one… Two of …
Read More »While Mining Frac Sand In The Dusty Dunes, You’ve Got To Stay Hydrated… [Chart Of The Day]
Today’s chart of the day sits at the intersection of water sourcing and frac sand mining. 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, …
Read More »US Local Sand’s Trajectory Slows As Permian Reaches Critical Mass [Charts Of The Day]
The great local sand rush of 2017-2018 has cooled off in 2019 after industry-wide frac sand pricing collapsed into a trough over the past 6-9 months. We estimate that Permian FOB mine prices are down some 65% y/y, which has put a damper on interest in expansion projects (greenfield or …
Read More »US Onshore Drilling Outlook Still Tepid – Digesting More Lower 48 Drilling Outlook Commentary
In our regular weekly update this week, we digested another leading land contractor’s outlook for the US onshore rig market in 2019. 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 …
Read More »Goodnight! A Billion+ Dollar Deal In Water Midstream Pushes The Envelope On Private Equity Transaction Value
We believe a significant Private Equity deal today sets a new record while re-confirming our view that a new era in the evolution of water midstream model is beginning. The deal’s details also confirm several key thematic points made recently in an in-depth Infill Thinking water analysis. There’s a lot …
Read More »An Evolving Industry Orbits Around This Oilfield Water Management Lifecycle [Flowchart]
Oilfield water management is a complicated, volumetric business. Here is the oilfield water lifecycle in an easy to follow flowchart that explains this segment’s fast-evolving value chain. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »13 Interesting Things We Read Last Week That Are Relevant To Frac Sand
We’ve been reading alot this week. We’ve also been curating a recap of items we read with the highest impact value for the frac sand supply chain. Enjoy… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »The Cost Of Doing Nothing. Zooming In On Permian Infrastructure [Guest Post]
In today’s guest post, James offers a unique perspective on the economic impact of under-developed road-ways and key insights on transportation infrastructure development in West Texas. 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 …
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