In 2H17, we estimate the Union Pacific Railroad moved about one out of every X tons of frac sand pumped in the US. Today, we estimate their trains only move about one in X tons pumped.
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Earlier this year, Infill Thinking predicted that the Permian frac sand workforce would peak during 2Q19. Analysis of 2Q19 actual workforce trends confirms the prediction has panned out. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
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Here’s what completions supply chain folks need to know about Union Pacific’s market commentary Thursday morning… 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, …
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We digest and analyze reported mine activity and headcounts 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 new to Infill Thinking, or your membership …
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Infill Thinking Lifting the O&G knowledge curve
