Tag Archives: proppant

Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. He has spent his entire life in and around trucks, and has a genuine passion for the trucking industry that is evident in the “state of the …

We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …

A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… To read this update …

What were you up to in 1974? That’s when our guest author today started working in frac sand logistics. He’s seen it all and done it all. And he shares it all in this post. If you are a history buff, you are going to love this one… Two of …

It isn’t always easy being small in a big space, but in the frac sand trucking business, small isn’t always bad, either. Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge. Today, he is running 40 …

Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …

In this update, check out what’s new in the narrative of frac sand’s transition to a local supply base. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive …

Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …