Tag Archives: rail

3Q20 was an up quarter sequentially in the proppant industry. We estimate demand increased x-x% from the 2Q20 bottom. But not all mines are sharing equally as volume edges upwards off the bottom… Login to see the full update… To read this update and receive our research newsletters, you must …

The fine print in the latest frac sand bankruptcy filing is a cautionary tale of hidden frac sand inventory that could weigh on the market when bid activity picks up… Login to see the full update… To read this update and receive our research newsletters, you must be a member. …

Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …

One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …

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 …

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 …

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 …

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, frac sand hauling and handling issues featured prominently into the discussion. The challenges …

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 …

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 …