A couple job openings posted online late last week caught our eye and tipped us off on a new development that may have been occurring under the radar. 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 »In Other News…. People On The Move, Belt Tightening, Pumping Outlook, Litigation, & Earnings Takeaways
While we were traveling gathering market intelligence and meeting with clients this week, some new developments crossed our desk that are worthy of comment. So here are five short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Reaction To The Most Controversial Frac Sand Presentation This Week
This week, Covia advanced an argument they have been making on the speaker circuit for several months now, urging customers to use NWS rather than succumbing to the cost savings temptation of local sand. They also introduced a new argument questioning a well performance metric that we’ve never seen challenged before …
Read More »Railing Local Sand Within Basin – We Continue Along This Train Of Thought
A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a step further as our prior reporting has triggered exploratory interest from many of our readers. There’s a lot more to …
Read More »“Execution” Is Taking The Hand-Off From “Imagineering” In Completions Logistics [Last Mile Panel Preview]
Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics panel at the event. Here is a preview of what’s on our mind headed into this discussion… There’s a lot more …
Read More »As Frac Sand Earnings Season Begins, Sentiment And Pricing Are Scraping The Bottom
What do you expect during frac sand earnings season? Here’s what we expect… 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 …
Read More »High Roller Keeps Rolling… Meet The New Old Permian Dune Sand Miner
Construction is in the advanced stages on two new High Roller Sand plants, a story that broke first here back in September. This week, we got the latest scoop on this outfit that keeps rollin’ rollin’ rollin’ rollin’… There’s a lot more to this story… Login to see the full …
Read More »Some Member Feedback On The Potential Last Mile Bill And An Intriguing B-Train Photo
We’ve said it before, we’ll say it again: Infill Thinking readers are the smartest folks in the industry. Following our exclusive, investigative report earlier this week on draft legislation that could have a profound impact on the Texas last mile logistics marketplace, we heard feedback from quite a few plugged-in …
Read More »Texas Swing: A Game-Changing Last Mile Logistics Bill Has Been Drafted. Here’s What We Know… [Exclusive]
Rumblings are growing louder about a potential new Texas law that could carry some weight in how sand travels in Texas’s last mile market (pun intended). In this exclusive report, check out what we’ve learned about the potential legislative change. There’s a lot more to this story… Login to see …
Read More »DEVELOPING: Did A Crucial Last Mile Legal Battle Just Come To A Close?
There’s some big news breaking in one of the longest running completions logistics legal battles. 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 …
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Infill Thinking Lifting the O&G knowledge curve