From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on what this industry advocacy group is doing in the Nation’s Capital these days… …
Read More »Will There Be Another Truck Shortage? [Guest Post]
Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. He has spent his entire life in and around trucks, and has a genuine passion for the trucking industry that is evident in the “state of the …
Read More »The Future Of E&P Includes M&A And ESG [Friday Guest Post]
With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Is It Really Different This Time? [Friday Guest Post]
Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …
Read More »Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]
Here at Infill Thinking, we are humble oilfield service guys by trade not well heeled oil price pundits. That said, we regularly talk to some of the best crude oil minds in the business. When they share noteworthy observations, we pass them along. One such oil price expert we check …
Read More »12 Questions For The Software Guru Behind CIG’s Proplogistics Platform [Silica Valley + Guest Post]
We take you deep inside the 1s and 0s of another frac sand last mile software platform as our Silica Valley series rolls on. 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 …
Read More »The Case Against Re-Bundling Final Mile [Guest Post]
“You might be surprised, but some of the most successful E&Ps to truly direct source final mile sand, trucking, and storage are the small to midsized E&Ps,” writes today’s guest author. Then he explains why as well as a big mistake he thinks some folks in the market are making …
Read More »What Does “Sustainable” Look Like? [A Frac Sand Op-Ed]
I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …
Read More »Frac Sand In Places Not Called West Texas [Guest Post]
What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …
Read More »A(n Underground) River Runs Through It [Guest Post]
Water supply is a critical component of all Permian Basin proppant sand mine operations. Assuming that demand for and production of sand remain high many of the basin mines will need to extend excavations below the water table and consequently address aquifer dewatering issues. In this guest post, three experts …
Read More »