Leave it to us negative nellies to send out a mine closure data update to Think Sheets members on Thanksgiving Eve, but that’s just what we did last week. Here’s a big picture takeaway for all Infill Thinking members. There’s a lot more to this story… Login to see the …
Read More »Permian Frac Sand Plant De-Rating [Chart Of The Day]
Permian sand plant staffing reductions effectively de-rated production capacity in 4Q19. The trend in this chart helped set up the supply crunch we’ve dubbed Sandemonium when customer budgets reset seasonally in January… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Frac Sand Scattershooting – Bakken Bump, Permian Puzzler, Last Mile Solution Construction, and more…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Whistling Past The Graveyard [Chart Of The Day]
Frac sand plants lower on the cost curve are whistling past a graveyard that is filling up with idled capacity. In this data-driven update, we take a look at the trend and discuss its implications for the marketplace. There’s a lot more to this story… Login to see the full …
Read More »Heart Of Texas Railroad May Be Collateral Damage From The Brady Brown Shut Downs
The future of a piece of short line track has been jeopardized by the switch to local sand. 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 …
Read More »