It’s been 36 hours since the oil industry’s D-Day equivalent, and US E&P operators are wasting no time cutting 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 …
Read More »Pandemonium Erupts In The Texas Frac Supply Chain As 2020 Begins
Panic in frac sand. This is not hyperbole folks… 2020 is off to anything but a smooth start. High class problem though? Here’s what all the fuss is about…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Firsthand Observations On The Marcellus Frac Supply Chain [Notes From The Road & Photos]
A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… Login to see the …
Read More »A Self-Proclaimed “Sand Snob” Laughed At The Regional Sourcing Trend Six Months Ago. He’s Not Laughing Anymore…
The customer is always right, and here is what they are saying about the frac sand they are buying. 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 …
Read More »PropX: 6,000 Boxes And Counting
PropX is growing and they are growing fast. In this update, read exclusive details we learned in a recent meeting with management about the company’s build cadence, trends in box per crew, business model, adoption rates, and the impacts of steel tariffs and OSHA regs. There’s a lot more to …
Read More »If Not Rail, Then Barge. Unanticipated Logistics Havoc Is Plaguing 2018 Completions More Than Anticipated Trucking Issues
Everyone’s been focused on trucking in Texas. And trucking in Texas is tight. But it’s the devil you don’t know that’ll get you. And during the first half of 2018, unanticipated disruptions in transportation modes not involving wheels have wreaked much more havoc in the shale frac sand transportation network. …
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