US Silica reported better than expected 3Q17 and a very strong outlook for 2018 Monday evening. Tuesday morning on the conference call, we recorded market insights on SandBox, West Texas capacity, updates on US Silica’s Crane & Lamesa plants, 2018 overall demand, contracting activity, the outlook for Northern White, among …
Read More »How Busy Is The West Texas Frac Sand Market? It’s This Busy… [Video]
We share a peek at trucks waiting on frac sand sent into us by a reader in the Permian Basin. 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 …
Read More »Solaris Silo Six-Packs Are Spreading Fast [Update, Analysis, & Site Visit Observations]
Solaris Oilfield Infrastructure’s shale presence is expanding rapidly. If you blink you might miss their next system deployment (most deployments are configured as silo six-packs). In this update, a look at their progress, their system up close and personal, and what’s next for this fast growing newcomer in the US …
Read More »Nameplate Kermit Sand Trucks Would Circle The Earth – Drive Time Rankings & Capacity Distribution [Part II]
A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share. In this update, we rank each of the hopeful new mines based …
Read More »Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]
Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …
Read More »Oilfield Service IPO Diagnostics. Can We Derive Field-Level Insight From Divergent Deal Fates?
The oilfield service IPO surge this year has been met with a hostile energy tape. Over the past week, two oilfield service IPOs attempted to cross the finish line: Liberty Oilfield Services and Solaris Oilfield Infrastructure. Both were met with pushback. But Solaris got done and Liberty didn’t. Here’s why and what it …
Read More »Assorted Market Intel Bullet Points To Cap Off Frac Sand Reporting Season [5-Minute Read]
1Q17 reporting season is drawing to a close. Over the past week, we heard from two more frac sand miners: Smart Sand Inc. and Emerge Energy Services. To cap off earnings season, we went back through our conference call notes from these two producers and pulled out the eight most important points …
Read More »Frac Sand Bandits Are Selling Stolen Permian Truckloads On The Black Market [Exclusive]
There is a dark side to the booming Permian Basin frac market. This week, we followed a lead into the underbelly of the Permian Basin oilfield, investigating chatter we are now hearing about frac sand heists at transload terminals. We have now confirmed with multiple industry sources that recent thefts of …
Read More »Last Mile Talking Points For Houston Sand Summit Next Week
Next Monday at the Petroleum Club in Houston, the who’s who of the frac sand business will come together for the 2nd Annual Frac Sand Industry Update Conference. In a sign of the times, the event was oversubscribed so the venue has been expanded. By way of disclosure, we do not …
Read More »Reader Response To Last Mile Research
Our last mile deep dive published earlier this week resulted in the best 24-hour period for signups during Infill Thinking’s short five-month history. We share this not to brag. Instead, we see this as confirmation that the metamorphosis in frac sand’s last mile is indeed transformative with broad implications for the industry …
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