Tag Archives: logistics

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 …

There is a new discussion topic over in our members-only discussion forum today. Click here to read the full thread and discuss In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations. Understandably, investment appetite …

On Monday morning this week, we sent out an email survey to a select group of industry insiders who subscribe to Infill Thinking. We asked these folks to provide feedback anonymously on the risk to oilfield activity posed by phase-in of electronic logging device regs this December. We got some insightful …

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 …

Want to know what a ton of frac sand is going for in the Permian spot market? Want to know what could cut 30% of trucking capacity out of the market? Want to know what has everyone in the oilfield on edge these days? Want to know what people expect …

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 …

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 …

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, and contracting activity. In a two part series starting today and concluding next week, we are chronicling some …

With all the talk of local sands in recent weeks, we thought it’d be worthwhile to map rigs vs. mines. Shown on our map in this update is the dispersion of the US horizontal rig count plotted against the percentage of US frac sand capacity arising from a half dozen …

Solaris Oilfield Infrastructure Inc. filed for a $100mm IPO late last week. Solaris is one of the frac sand last mile logistics companies highlighted in our deep dive report, which identified the company as a likely candidate to go public this year. Unlike some other new last mile solutions focused …