In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.
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 »When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling
Action against an industrial plant has read-through to Texas local 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, or your membership …
Read More »All The Last Mile Players On One Stage [Exclusive]
Plus 2 Permian wellsite storage competitors in one week!! Earlier this week, we reported on a new arrival in the Permian Basin’s last mile market. Today, we’ve been able to confirm new details about still another new competitor’s arrival in the Permian Basin…. There’s a lot more to this story… …
Read More »A Last Mile Solution New To The Permian Just Completed Its First Job In West Texas…
After hearing from sand hauling contacts about a new last mile solution deploying in the Permian, we had a chance to catch up with the company to learn more about their activity in West Texas and the Lower 48… There’s a lot more to this story… Login to see the …
Read More »In The Hurricane’s Eye – A Frac Sand Market Update & Datapoint Roundup
The best analogy we can think of for the frac sand market at the moment is that it is smack dab in the middle of the eye of the hurricane. In strong tropical cyclones, the eye is… There’s a lot more to this story… Login to see the full update… …
Read More »Reptile Conservationists Make Good On Litigation Threat. Will This Finally Get The Ball Rolling Towards DSL Resolution?
With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… 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 »Paying A Visit To The Eagle Ford’s Original Third-Party Frac Sand Silo Terminal [Eagle Ford Stops Along The Road]
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 has expired, please email us to discuss our current subscription options at [email protected]. (Current …
Read More »The Top Ten Infill Thinking Updates Of 3Q19 In Sand & Water
During 3Q19, the Infill Thinking research team: published 90 written research updates emailed 24 Infill Thoughts newsletters to active members issued 15 data releases to Think Sheets® members conducted site visits the Eagle Ford and acted as MC for the largest frac sand conference in the industry, hosted by the …
Read More »Another Large Carrier Exits Sand And Water Hauling. Read The Letter…
Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity with the company. We confirmed that it is genuine this morning after …
Read More »
Infill Thinking Lifting the O&G knowledge curve