nws Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Mon, 06 Mar 2023 19:58:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png nws Archives - Infill Thinking https://www.infillthinking.com 32 32 Everything You Could Possibly Want To Know About The NWS Plant Reopening Soon https://www.infillthinking.com/quick-thoughts/everything-you-could-possibly-want-to-know-about-the-nws-plant-reopening-soon/ https://www.infillthinking.com/quick-thoughts/everything-you-could-possibly-want-to-know-about-the-nws-plant-reopening-soon/#respond Mon, 06 Mar 2023 19:56:45 +0000 https://www.infillthinking.com/?p=33004 Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more….

There’s a lot more to this story…

Login to see the full update… 

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A Big Idle NWS Mine’s New Owner Is Looking To Rekindle It In 1H23 https://www.infillthinking.com/infill-thoughts/the-new-owner-of-a-big-idle-nws-mine-is-looking-to-reopen-it/ https://www.infillthinking.com/infill-thoughts/the-new-owner-of-a-big-idle-nws-mine-is-looking-to-reopen-it/#respond Tue, 21 Feb 2023 17:14:28 +0000 https://www.infillthinking.com/?p=32975 A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it. 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 …

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A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it.

There’s a lot more to this story…

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Frac Sand Mine Activity Growth Rate Cooled In 4Q22 [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/frac-sand-mine-activity-growth-rate-cooled-in-4q22-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/frac-sand-mine-activity-growth-rate-cooled-in-4q22-chart-of-the-day/#respond Tue, 24 Jan 2023 15:50:30 +0000 https://www.infillthinking.com/?p=32873 Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48. As a key takeaway… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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Today, we have updated our bottom up US frac sand mine monitor for data clients (download link), tracking activity at more than 140 frac sand producing sites across the Lower 48.

As a key takeaway…

There’s a lot more to this story…

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The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day] https://www.infillthinking.com/quick-thoughts/the-nascent-rail-service-recovery-breathes-a-huge-sigh-of-relief-charts-of-the-day/ https://www.infillthinking.com/quick-thoughts/the-nascent-rail-service-recovery-breathes-a-huge-sigh-of-relief-charts-of-the-day/#respond Fri, 16 Sep 2022 17:17:27 +0000 https://www.infillthinking.com/?p=32509 For frac it would have been a big deal but for railroads, it could have been devastating. 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 …

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For frac it would have been a big deal but for railroads, it could have been devastating.

There’s a lot more to this story…

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Crisis Averted. Here’s What A Rail Strike Would Have Meant For Frac https://www.infillthinking.com/infill-thoughts/crisis-averted-what-would-a-rail-strike-have-meant-for-frac-sand/ https://www.infillthinking.com/infill-thoughts/crisis-averted-what-would-a-rail-strike-have-meant-for-frac-sand/#respond Thu, 15 Sep 2022 14:44:05 +0000 https://www.infillthinking.com/?p=32504 On Thursday morning, news headlines suggest that a potential rail worker strike on Friday was averted at the last minute by negotiators. If the strike had happened, what would that have meant for frac sand? We discuss… There’s a lot more to this story… Login to see the full update…  To read this update and …

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On Thursday morning, news headlines suggest that a potential rail worker strike on Friday was averted at the last minute by negotiators. If the strike had happened, what would that have meant for frac sand? We discuss…

There’s a lot more to this story…

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New Evidence Of Rail Constraints for NWS & A Silica Dust Rule PSA https://www.infillthinking.com/quick-thoughts/evidence-of-rail-constraints-for-nws-a-silica-dust-rule-psa/ https://www.infillthinking.com/quick-thoughts/evidence-of-rail-constraints-for-nws-a-silica-dust-rule-psa/#respond Fri, 29 Apr 2022 14:12:53 +0000 https://www.infillthinking.com/?p=32090 Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change? 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 …

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Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change?

There’s a lot more to this story…

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Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service https://www.infillthinking.com/thinking-ahead/is-nws-growth-landlocked-rail-ceos-are-getting-grilled-today-amid-lurid-complaints-of-unreliable-service/ https://www.infillthinking.com/thinking-ahead/is-nws-growth-landlocked-rail-ceos-are-getting-grilled-today-amid-lurid-complaints-of-unreliable-service/#respond Tue, 26 Apr 2022 16:24:22 +0000 https://www.infillthinking.com/?p=32076 NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm… 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 …

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NWS is more expensive, but it’s more reliable and if you pay for it it will definitely be there on time. Right? Right guys? Hmm…

There’s a lot more to this story…

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Everything You Could Possibly Want To Know About A Top Five NWS Plant https://www.infillthinking.com/quick-thoughts/everything-you-could-possibly-want-to-know-about-a-top-five-nws-plant/ https://www.infillthinking.com/quick-thoughts/everything-you-could-possibly-want-to-know-about-a-top-five-nws-plant/#respond Tue, 19 Apr 2022 13:59:00 +0000 https://www.infillthinking.com/?p=32058 Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more…. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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Ever wonder what the actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. looked like for one of the nation’s biggest frac sand mines? Wonder no more, constant readers, wonder no more….

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 subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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Northern White Sand Market Outlook – Conference Call Highlights https://www.infillthinking.com/infill-thoughts/nws-market-outlook-conference-call-highlights/ https://www.infillthinking.com/infill-thoughts/nws-market-outlook-conference-call-highlights/#comments Tue, 15 Mar 2022 13:07:44 +0000 https://www.infillthinking.com/?p=31934 A large NWS player had some interesting things to say last week… 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 …

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A large NWS player had some interesting things to say last week…

There’s a lot more to this story…

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A Patriotic Oil Production Blitz Would Require Some Brown Sand And / Or NWS Capacity Reactivation https://www.infillthinking.com/quick-thoughts/a-patriotic-oil-production-blitz-would-likely-require-brown-sand-and-or-nws-capacity-reactivation/ https://www.infillthinking.com/quick-thoughts/a-patriotic-oil-production-blitz-would-likely-require-brown-sand-and-or-nws-capacity-reactivation/#respond Tue, 08 Mar 2022 17:47:02 +0000 https://www.infillthinking.com/?p=31919 “There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich 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 …

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“There decades when nothing happens; and there are weeks when decades happen.” – Vladimir Ilyich

There’s a lot more to this story…

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