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 »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 »A Victory Claimed In A Major Last Mile Legal Tiff, But There Will Be An Appeal
In the ongoing legal dispute between company X and company Y over intellectual property… two notable responses from both parties to a judgement in the past 24 hours. There is also another separate and ongoing IPR dispute in the same sector between… There’s a lot more to this story… Login …
Read More »A Quality Carrier’s Permian Exit Escalates Frac Supply Chain Sustainability Questions [Read The 2nd Letter]
A good, quality, upstanding outfit just exited stage left. While industry-wide capacity reductions are needed, we see this news as a bad omen for the industry at large… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Tying It All Together: Mapping Logical Destinations For Utah Local Frac Sand [Part 4/4 Utah Sand Series]
We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …
Read More »A New Last Mile System Is About To Make Its Permian Debut [EXCLUSIVE]
As we write, a brand new wellsite storage system is on the road making its journey towards a West Texas where it will attract quite a few spectators over the next few weeks. It’s arrival in the Basin tomorrow will mark the first time this system has entered the Texas …
Read More »A Fleet Of ~60 Late Model Pneumatic Sand Trailers Hits The Auction Block In Texas
Boxes vs. pneumatics? It’s a long standing argument. Even without that competitive dynamic, it’s been tough in the sand hauling business with rates under pressure for the past 12-24 months. Here’s the latest datapoint we’ve picked up with implications for the frac sand hauling market… There’s a lot more to …
Read More »5 Highlights From US Silica’s Strong 2Q19 Earnings With Oilfield Market Implications… [Pre-Call Note]
US Silica press released strong 2Q19 results this morning. We highlight 5 items from the press release that caught our attention. We also share what we’ll be listening for on this morning’s call and will add conference call analysis to this update later today… There’s a lot more to this …
Read More »In Other News… The Sport Of Kings, Water Dollars, Sand Write-Off, & 9 More Datapoints That Matter…
Boiling down everything that’s crossed our desk this week to just the following 12 items of import wasn’t easy. After the typical summer lull in news flow, it feels like folks are getting back to work in the oilfield business. School is about to start, folks are returning from summer …
Read More »A Thematic Recap Of Infill Thinking’s 2Q19 Oilfield Market Research
Here with the third quarter of 2019 only about a week old, we are pausing to take a look back at 10 key themes that threaded through our research over the past 3 months. 1. Infill Thinking’s Oilfield Water Coverage Reached Critical Mass. While continuing to devote plenty of research …
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