Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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 »Ride Along With Us On Day One Of Five In The Sandpatch [Photo Journal]
The sand boom is highly visible out in West Texas. From the silos and dry plants going vertical to the long lines at transload to the boxes parked at every truck stop – frac sand is literally everywhere you look. Oilpatch is an outdated descriptor for the industrial activity going on …
Read More »Key Takeaways From The Petroleum Connection’s 3rd Annual Frac Sand Industry Update
Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …
Read More »In Basin Sand Trend Jumps Plays, Follows An Infill Thinking Reader Survey Prediction
There’s a new local frac sand mine in the works and it’s important because it marks the spread of the in-basin frac sand rush to a new play – a play our survey last year was very likely to attract new entrants. There’s a lot more to this story… Login …
Read More »As Eagle Materials Hits Their Commercial Production Ceiling, More Northern White Capacity Is In The Cards
Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand 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 …
Read More »Are US Frac Sand Carloads Peaking? Big Rail Execs Eye In-Basin Sand For Both Risks & Opportunities
Along with earnings last week, Union Pacific reported that their minerals volume increased 71% in the quarter, driven by an increase of over 100% in sand shipments due to improving well completions and increased proppant intensity per well. How long will the growth in railed sand shipments last and what …
Read More »Within A Week, The Lights Will Be On Above 16mmtpa Of Permian In-Basin Frac Sand Capacity
Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 »A Permian New Entrant Just Permitted A 2nd West Texas Mine, Pushing The Total Potential Local Plant Count To 24
Get all the details on the Permian’s latest frac sand mine to be announced… 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 …
Read More »Halliburton Has Begun Building Frac Horsepower And Hinted That Frac Sand Pricing Peaked In 4Q17
Here are our key takeaways in terms of general oilfield service market insights from the Halliburton conference call on Monday morning. 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 …
Read More »In-Basin Sand Plant Construction Risk Fading… Most Permian Mines WILL Be Built. Focus On Production Risks Now [Chart Of The Day]
For over a year, we’ve heard all the reasons why the 23 planned in-basin sand frac sand mines in West Texas won’t get built (or why they will be delayed into perpetuity). We submit the conversation needs to change from construction risk to production risk. It’s time to change the …
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Infill Thinking Lifting the O&G knowledge curve