The future of a piece of short line track has been jeopardized by the switch to local sand. 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 …
Read More »Aggressive Dune Sand Adoption Has Practically Carved UP’s Frac Sand Carloads In Half
Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. 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 …
Read More »2019 Last Mile Preview: Wet Sand Fracs, Leapfrogging, Micro-Optimization, The “New New Gen” Solutions, Hauling Inflation, and more… [Part 3/4]
We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …
Read More »Boxes Vs. Silos, Sleepers Vs. Day Cabs, Rail Vs. Trucks & Other Key Last Mile Debates And Dilemmas From San Antonio
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, trucking and sand handling issues featured prominently into the discussion at the trade …
Read More »Railing Local Permian Sand Outside The Basin Might Be History. Is Railing It Inside The Future?
By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… To read this update and receive our …
Read More »As Frac Sand’s Defining Moment Arrives, A Big Dose Of Uncertainty Enters NWS Shipping Lanes
Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… To read this update and receive …
Read More »NWS Displacement Alert: Permian Proppant Tons Shipped By Rail Have Begun To Fall
In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6). It didn’t take long for this prediction to pan out… the first datapoint …
Read More »Making A Mountain Out Of A Molehill? Permian Producers Downplay Pipeline Impact On Their Completion Programs
With the Midland crude basis differential widening to as much as $15/bbl, we’ve received inbound questions from quite a few supply chain subscribers (and Bloomberg News too) asking about the impact on oilfield service activity and logistics. Here is an executive summary of the Permian producers’ view, our view, and …
Read More »A Self-Proclaimed “Sand Snob” Laughed At The Regional Sourcing Trend Six Months Ago. He’s Not Laughing Anymore…
The customer is always right, and here is what they are saying about the frac sand they are buying. 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 …
Read More »Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further
A Monahans train wreck overnight on Wednesday could impact Permian completions. 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 update newsletters High-caliber, data-driven analysis and commentary New angles …
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