What were you up to in 1974? That’s when our guest author today started working in frac sand logistics. He’s seen it all and done it all. And he shares it all in this post. If you are a history buff, you are going to love this one… Two of …
Read More »The Cost Of Doing Nothing. Zooming In On Permian Infrastructure [Guest Post]
In today’s guest post, James offers a unique perspective on the economic impact of under-developed road-ways and key insights on transportation infrastructure development in West Texas. 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 …
Read More »OCTG 1H2019: Is The Writing On The Wall? [Guest Post]
Susan Murphy knows OCTG. She is also a repeat contributor to Infill Thinking’s Friday guest post series and a fellow “petro-nerd” who we always enjoy comparing notes with on oilfield trends. Here’s how she sees the business climate in this important vertical as 2019 gets underway… There’s a lot more …
Read More »The Top Infill Thinking Updates Of The Year 2018
During a busy 2018, Infill Thinking shipped approximately 100 e-newsletters, issued upwards of 350 research updates, and hosted 7 member meet-ups around the oilfield. Membership on InfillThinking.com increased 50% in 2018, and our team grew too with key hires on our research desk and member relations department. We also launched a …
Read More »Musings On Frac Sand Hauling From The Cab Of A Small Carrier [Guest Post]
It isn’t always easy being small in a big space, but in the frac sand trucking business, small isn’t always bad, either. Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. Today, he is running 40 …
Read More »Four Levers In-Basin Mines Can Pull To Lower Opex/Ton [Guest Post]
In-basin mine operators faced with price pressure quickly turn their attention to driving down operating costs per ton. This can be a real challenge when operating in a tough environment, and compromising safety, quality, and capacity, is not an option. With supply outpacing demand, the pressure to become a low-cost …
Read More »Direct Sourcing From An Operator’s Perspective [Guest Post]
Guest Contributor Introduction From Joseph Triepke: Kicking off our Fridays In December 2018 guest post series is Jessica Barton, an E&P sourcing specialist with nearly a decade of supply chain management experience for leading operators in US shale. Jessica is currently the category manager for proppant and last mile logistics …
Read More »You Will Be Judged On Survivability And Time: Assessing The Perilous Energy Investment Landscape
I can’t think of another time in my career that such a substantial upward move in oil prices was accompanied by so little investor enthusiasm for E&P and OFS stocks. At times over the last 18 months, it’s felt as if the group has collectively traded like a dying industry. …
Read More »A New Plan For The Permian [Texas Comptroller Op-Ed]
It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas Comptroller of Public Accounts in November 2014. Glenn and his team at the Texas Comptroller’s office have played a high …
Read More »Musings On Logistics And Sand From Wisconsin, Texas, And Elsewhere – A Geologist’s Perspective [Friday Guest Post]
Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …
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