Last week’s frac sand conference in San Antonio, hosted by the Petroleum Connection, featured some of the most thoughtful logistics panels that we’ve seen at any oilfield industry event. With three panels on focused squarely on logistics, frac sand hauling and handling issues featured prominently into the discussion. The challenges …
Read More »Big And Unexpected Management Changes At Solaris
More details to follow… 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 membership has expired, please email us to discuss our current …
Read More »The Top 5 Permian Frac Sand Mines In Each Sub-Market Ranked By Drive Times
We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …
Read More »Automatize Takes An “Airbnb” Style Approach To Last Mile Logistics [Silica Valley Series]
This is the third installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
Read More »Permian Frac Sand Truck Demand And 6 Factors That Could Reduce The Need [Chart Of The Day]
So how many trucks will West Texas frac sand require in the last mile? We have estimates… 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 …
Read More »More Negative Highway Headlines Out In West Texas This Week
A few local headlines in West Texas caught our attention this week. Oilfield traffic is becoming a bigger problem as the year goes 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 …
Read More »In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A
In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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. …
Read More »Plant Construction Updates, A Last Mile Evaluation, A 500 Truck-Per-Day Milestone, And More… [Permian Points 4]
This is our fourth installment of Permian Points – quick notes from our time on the road in West Texas in February. Permian Points 1 touched on the local sand business, including pricing and construction status updates; Permian Points 2 hit oilfield activity levels and labor; Permian Points 3 covered issues we …
Read More »In Other News… More Sand In The Uinta, Eagle Ford And Haynesville; An OCTG Surprise; And Last Mile Developments
Things are happening fast in the oilfield / sandpatch right now. In addition to the Infill Thinking research updates published this week, some third-party stories crossed our desk that are worthy of passing along. All links will open a third-party article in a new tab. There’s a lot more to …
Read More »Super-Size Me – With Vest Halfway Ramped Up, Black Mountain Ups The Ante Again
We met with Black Mountain’s management team on location in the Permian Basin last week. During our mine tour, we learned exclusive details about the company’s recent operational performance and new objectives for 2018/2019. There’s a lot more to this story… Login to see the full update… To read this …
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